This is the final article in a 5 part series, co-written by attorney, Steven Andrew Jackson, Esq. and Mari Peterson of Compass Project Partners, a business strategic planner. In this series we have explored the convergence of death and technology on estate planning and administration. Click here to read Part 1: Death, Digital Assets & the... [Read More]
Category: Estate Planning
Death, Digital Assets & the Law: Part 4: What can you do?
This series is co-written by attorney, Steven Andrew Jackson, Esq. and Mari Peterson of Compass Project Partners, a business strategic planner. This is a 5 part series exploring the convergence of death and technology on estate planning and administration. Click here to read Part 1: Death, Digital Assets & the Law: Introduction Click here to read... [Read More]
Death, Digital Assets & the Law: Part 3 – The Uniform Law Commission Solution
This series is co-written by attorney, Steven Andrew Jackson, Esq. and Mari Peterson, former law firm administrator. This is a 5 part series. Click here to read Part 1: Death, Digital Assets & the Law: Introduction Click here to read Part 2: The Estate Planning Lawyer’s Perspective In this series we have been addressing the... [Read More]
Death, Digital Assets & the Law: Part 2: The Lawyers Perspective
This series is co-written by attorney, Steven Andrew Jackson, Esq. and Mari Peterson, former law firm administrator. This is a 5 part series. Click here to read Part 1. Last week we began our series with an introduction of the issues: what are digital assets, digital heirs, legacy heirs. We also discussed how our technology... [Read More]
Death, Digital Assets and the Law: Part 1
DEATH, DIGITAL ASSETS AND THE LAW co-written by Steven Andrew Jackson, Esq. (the lawyer) and Mari Peterson, former law firm administrator (and curious tech person). Technology’s impact on estate planning and administration This is part 1 of a 5 part series exploring technology’s impact on estate planning and administration. Let’s begin with new terms entering... [Read More]
Harper Lee, an inspiration to many lawyers
Harper Lee passed on in her hometown of Monroeville, Alabama at age 89. She was still of sharp wit and close with her friends. She was known to be a very private person. To Kill a Mockingbird is an important book in so many ways. The primary character “Atticus Finch” was a small town lawyer... [Read More]
Passing On Credit Card Points After Death
My friend, Wendy, sent me a screen-shot of the terms of a Citibank Credit Card that talked about Treatment of Point Balances Upon Death. It states “Now our terms provide a way for a deceased member’s estate to obtain value from the member’s remaining points balance”. Family members probably fought for points under a credit... [Read More]
“Take It To The Limit…One More Time.”
“The Stairway to Heaven” of iconic musicians continued as Glenn Frey of the Eagles passed on at age 67. Whenever you are on my brother Craig’s boat on Lake Norman on a warm sunny summer day, he will ask you the same thing as you settle in for a fun day on the boat. “Eagles or... [Read More]
Steve Teaches CE Class – “If I Should Die Before I Wake …”
Announcing Continuing Education Class – “If I Should Die Before I Wake …” Date: Wednesday, February 17, 2016 Time: 8 a.m. Location: The Biltmore Building to Financial & Insurance Professionals & Accountants. Description: When your time is up will your Estate Plan work as you intended? Will the people you have chosen have legal authority to help... [Read More]
David Bowie: End of Life Planning
A Different Kind of Ending In the world of music, we often hear tales of tragedy from abuse of alcohol or drugs. It’s not too often that we find musicians who were ahead of their time both in their music and in their personal lives and for that matter, in their estate planning. Music icon... [Read More]