DIGITAL ESTATE PLANNING

 

DIGTAL ESTATE PLANNING

 


Digital Estate planning is your way to make sure that your loved ones can access your digital assets when a family member or friend passes away.  Often people do not think to grant access to their accounts in the event of death nor do they leave behind passwords to do so. In these instances, digital estate planning creates a procedure whereby authorized individuals can request access to digital assets.
If your estate plan does not include your digital assets, such as online bank accounts, email accounts, social media accounts, or other digitally-stored, proprietary content, your heirs may not be able to access.
Berry Moorman’s Michigan estate planning attorneys provide a full range of estate planning services to accomplish our clients’ wishes, protect their families, and minimize tax consequences. Our services include the preparation of wills, revocable and irrevocable trusts, generation-skipping trusts (dynasty trusts) and charitable trusts. Our attorneys also provide advice on charitable and family gifting and custom-design programs for the transfer and protection of assets. Estate plans are designed to fit the specific circumstances of each client, including protecting retirement plan assets and planning for the transition of closely held businesses to the next generation. We design plans that are flexible to meet changing circumstances and to assure security to the clients and their loved ones. The personal and family objectives of the client are the keystone of our estate planning services. Our approach is best described as “creative but conservative.”
Occasionally a client may be concerned about future risk or liability. In this circumstance, a client’s business and personal affairs can be arranged so as to provide increased protection from potential threats. Future concerns could include claims made by third-party creditors or governmental regulators, for example, by reason of environmental contamination. Sometimes protection can be achieved through routine estate planning principles. We have also established “off shore” asset protection trusts for our clients and successfully defended trust assets from these types of claims.
OUR ESTATE PLANNING SERVICES:
  • Wills
  • Trusts
  • Durable Powers of Attorney
  • Patient Advocate Designations
  • Living Wills
  • Tax Planning
  • Medicaid Planning
  • Charitable Giving
  • Probate Avoidance
  • Dynasty Trusts
  • Closely Held Business Planning
  • Trust Funding
  • Asset Protection
  • IRAs including Payments to Trusts

Our estate planning attorneys provide a full range of digital estate planning services to accomplish our clients’ wishes and protect their families.

Our Estate Planning Attorneys


Donald F. Carney, Jr.
SR. ATTORNEY

BIRMINGHAM OFFICE 
Tel: (248) 645-9680
Fax: (248) 645-1233

Patrice M. Ticknor
ASSOCIATE

DETROIT OFFICE 
Ph: (313) 496-1200
Fax: (313) 496-1300

Rachel Selina
Associate

BIRMINGHAM OFFICE 
Tel: (248) 645-9680
Fax: (248) 645-1233

Omar Sawaf
Associate

BIRMINGHAM OFFICE 
Tel: (248) 645-9680
Fax: (248) 645-1233

Recent Publications


Administering a Digital Estate

By: Rachel Selina   As technology evolves, so does the process by which personal representatives deal with property during probate. Michigan’s Fiduciary Access to Digital Assets Act, passed in 2016, addresses the increased use of online accounts. The Act provides...

What is a Revocable Living Trust?

A revocable living trust is a legal relationship where a trustee holds title to trust assets for the benefit of the trust beneficiary. The person who creates the trust and transfers his or her assets to it is called the grantor or settlor.


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