Using technology to create balance across your estate.

Whenever a new piece of technology is introduced, there are always people who, at first, refuse to use it. They find it intrusive and may even feel they will be losing something else (i.e. human connection) in the process.  It’s easy to imagine the pushback when telephones first became available in the home – “Who wants to hear all that ringing?”  These holdouts changed their tune, however, when they realized they could get news from loved ones across the country in minutes, rather than waiting for a letter. Nowadays, we can’t conceive of waiting at home for a call or not being able to text when we’re running late.   Indeed, the ability to run our lives from our devices has become integral to keeping the world moving. If we think covid made daily life tough, imagine what it…

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Do You Know About Digital Tools For Estate Managers?

Changing tax laws. Shifting investment trends. Intergenerational conflicts, blended families and feuding siblings.  If you’re an estate manager, balancing these concerns is all in a day’s work, and often requires you to vacillate between financial expert, project manager, and even referee. Your expertise and interpersonal skills are more valuable than ever, however, there are digital tools for estate managers that can help you more effectively tailor estate management and succession plans to the particular needs of your clients … and make your life a whole lot easier.     Educates Principals. Even the savviest of clients tend to focus on fluctuations in the market and other financial instruments, often to the exclusion of the assets right under their noses. All-in-one solutions give clients the ability to create a digital library of everything in their portfolio, from the things they use…

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Digital inventory, here’s why it’s important.

“Clutter isn’t just the stuff on the floor, it’s anything that gets between you and the life you want to be living.” This saying by famed Australian organizer Peter Walsh is a profound one. It speaks to the hundreds of little details that get tacked on to our to-do lists and add stress to our already over scheduled lives.  While we can’t always take things completely off our plate, there are tools at our disposal that we can use to virtually declutter our lives. All-in-one platforms, for example, allow us to create a digital inventory of our physical assets that we have at our fingertips 24/7.  Here are some things people include in their digital inventory, and how having one of your own can make your life easier. Everyday Items: You’re still working from home and realize you’re out…

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