Tag: Estate Planning

People consider the hard assets (e.g., money and assets) they’ll leave behind but often fail to consider the opportunity to impart moral and sentimental value to loved ones left behind. There is so much more to estate planning than just money.

Event though it may feel paradoxical to contemplate estate planning during the holiday season, it is the best expression of caring for loved ones

When to Encourage Clients to Take Another Look and Why You know the saying life passes you by when you are having fun? That old saying has never been more true than it is today. Life seems to fly by even during challenging times and the regular day-to-day of it all. But all of that […]

Why Talking with Aging Parents about Inheritance Planning is a Personal Responsibility No one likes to talk about their inevitable death or the death of a loved one, but the key word here is “inevitable.”  While conversations around planning for this eventuality with your parents may be uncomfortable, they are imperative. Why? Because having this […]

Estate IQ Inheritance Planning Crossword Puzzle #1 First off, thanks for taking the time to engage with our crossword puzzle. OneDigitalTrust is committed to increasing knowledge about estate and inheritance planning. We’ve designed our platform to make users more educated and knowledgeable about the inheritance planning process and terminology so they’ll be better informed about their choices. Bottom line:  the […]

How to Get Started on Preserving Your Life Stories The things we leave behind aren’t the only things that matter when we pass away. What is just as, if not more, important is the legacy we leave behind. Think of it this way, what will happen to your life stories when you pass away? Will […]

The Consequences for You and Your Family by Not Having an Estate Plan There are a lot of excuses that people have for putting off estate planning. Some think they are too young and have plenty of time to worry about estate planning later. Others think they just aren’t wealthy enough to need estate planning, […]

OneDigitalTrust was selected and featured by SiliconIndia magazine in their 2022 siTech20 issue which showcases the twenty most promising technology companies in the US which are founded and managed by Indians in the US. Click here to read the article in the digital issue on the publisher’s website.

Three Challenges for the Executor when Administering an Insolvent Estate Debt is a part of life for the majority of us. As an executor, settling debts on behalf of the deceased can be a burdensome task, especially when it is a loved one that the executor just lost. However, that task can become all the […]

Tips to Help You Bequeath Items in a Way that Avoids Family Conflict We’ve seen the portrayals in the media of family members fighting over sentimental items after a loved one’s death. These scenes aren’t totally from fantasy–it does happen in real life! However, more importantly, we all have something to pass on and planning […]