Don’t Forget your Digital “Assets” When Developing an Estate Plan

Archive for May, 2013

By Jonathan Goldberg, J.D., CPA Whenever I am developing an estate plan for a client, my goal is to ensure that I protect their assets. But today, those assets go well beyond traditional estate planning focuses like retirement portfolios, homes and other valuables. Now we all need to consider “digital” assets. And while you may […]

By Jack Riashi, Jr., CFP® Bloom Asset Management It wasn’t that long ago when I sat down with clients who were literally frightened by the stock market collapse in 2008 and early 2009, and wanted to pull every last dollar from their portfolio and put it into cash.  Those conversations were challenging because while I […]

By Ken Bloom, J.D., LLM Now that you have finalized your tax returns and the weather is hopefully turning to spring, it is a very good time to spend a few minutes looking at your portfolio. After a very strong first quarter your portfolio probably needs some “spring cleaning.” From the beginning of the year […]

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