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Category Archives: Digital Assets

Bank Account Blues - Bank Account Beneficiaries

Bank Account Blues: Why Naming Your Children as Beneficiaries or Joint Owners of Your Bank Accounts May Not Be Your Best Option

Digital Assets, Estate Planning, ParentsBy Jordan W. Jacob, Esq.April 26, 2024

When it comes to your bank accounts, there’s a common misconception that simply naming your children as joint owners or pay-on-death beneficiaries will suffice.

Apple Savings Account Beneficiary

Apple Savings Account Beneficiary

Digital Assets, TechnologyBy Jordan W. Jacob, Esq.May 3, 2023

If you have opened an Apple Savings account, we encourage you to add a beneficiary to your account. This article explains why it is important to have an account beneficiary and provides a tutorial video to get it done.

florida estate planning digital asset protection

Protect Your Digital Assets – Part 1

Digital Assets, Estate PlanningBy Jordan W. Jacob, Esq.September 23, 2021

Leaving behind detailed instructions to your loved ones is the best way to ensure your digital assets are managed in exactly the way you want if something should happen to you.

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We provide virtual services throughout all 67 counties in the State of Florida.  Offices in Boca Raton, FL and Royal Palm Beach, FL (by appointment only)

We provide virtual services throughout all 67 counties in the State of Florida. 

Offices in Boca Raton, FL and Royal Palm Beach, FL (by appointment only)

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