1. Alert the Bank Alert the company that is associated with the compromised information. Notify them of the situation and ask to freeze any affected accounts. Be sure to change all log in information and PIN numbers to ensure security.
When you think of your estate plan and what’s important for you to protect after your death, it’s likely that your immediate worries center on your assets with the highest financial or sentimental value—your bank, investment and retirement accounts, home, precious jewelry, family heirlooms and expensive cars or boats. It’s important to protect these things, as they can provide significant financial assistance to your family or to charitable organizations. However, in today’s digital age, focusing only on your largest valuables may cause you to overlook things that you likely use every day, yet never think of in terms of estate planning—your digital assets.
Discover how to maximize your giving by using charitable giving methods that allow you to grow your donation through investment.
Contributing part of your estate to charity may be something that you and your family strongly believe in, whether or not you receive any benefit from it. Although generosity is the driving force behind philanthropy, there are also many benefits that a donor can reap from making charitable contributions. Philanthropy is an important aspect of generational wealth transfer