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Estate Planning

Avior Wealth Management / Insights  / Planning Insights  / Estate Planning
A woman drinking coffee and managing digital assets on a laptop

A Primer on Managing Digital Assets in Your Estate Plan

In the digital world we live in, it’s extremely important to factor in your digital assets when planning how your estate will be distributed. When you’re in the estate planning process, you start taking stock of all of your assets and debts, figuring out where your property will land once you’re no longer around. In today’s digital-everything landscape, you also need to carefully consider your digital assets beyond your physical property.  Digital...

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Asset Protection: Smart Strategies for Estate Planning

Careful estate planning that utilizes trusts and other tools ensures your assets are protected and passed according to your wishes. Estate planning requires thinking through what will happen to your assets once you’re gone. Without proper planning, your assets may not be protected, and your beneficiaries could have to deal with credits, mismanagement, or even lawsuits regarding your estate. Prioritize preserving your assets for future generations with nuanced estate planning strategies. This...

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A smiling older woman sitting outside and drafting an advance directive

Ensuring Your Health Care Wishes: Estate Planning Essentials

Creating advance directives, including a living will and a medical power of attorney, will ensure your healthcare preferences are followed later in life. Estate planning comprises several different areas, from estate taxes to legal documents to trusts and wills. However, one important area you can’t ignore is healthcare.  You never know what the future will bring as far as medical needs and associated costs. Preparing now will make it easier for you...

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A pen and legal documents to use when drafting a will

Your Guide to Drafting a Will

A will is a foundational component of estate planning. Discover key elements to include and how to designate an executor. When you’re starting the estate planning process, one of the first and most important steps you’ll take is creating a will. Many of us put off will creation because it sounds daunting, and we don’t want to consider the unpleasant thought of what will happen when we’re gone. But, drafting a will...

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