Estate Planning & Legal

Estate Planning & Legal Tools, Tips & Technology For Your Tomorrow

Discover the latest trends and tools, in estate planning, that are now available to you thanks to a vast array of new fintech startups. These startups are stepping in and will over time take the place of traditional financial advisors. Below you will find the latest tools, tips, and technology designed to put you in charge of your financial planning needs.

Attorneys

By Jeff McLean | Jul 2, 2023

I just came across a bill from an attorney for services rendered for a famiy friend who has since deceased. Our family friend and his late wife made the decision earlier in their life that they would give all of their assets to St. Jude's Hospital upon their passing. It was known among some local …

The Ultimate Guide To Estate Planning In The Digital Age

By Jeff McLean | Feb 3, 2020

What would happen to everything you own if you were to pass away tomorrow? Do any of your family members or loved ones know where your online passwords are for everything? Do they have access to your Facebook account or to your bank account? Or would they be left scrambling to piece everything together? Given …

5 Top FinTech Resources For 2018 | FinTechFreedom

5 Top Fintech Resources For 2019

By Jeff McLean | Jan 2, 2019

It was the summer of 2017 when I started to think about creating a website where I could share what seemed to be an enormous amount of data on consumer and personal finances. As a technical consultant, with a background in and passion for finance, it became clear to me that a resource that breaks …

Why Do I Need A Will?

By Jeff McLean | Jun 12, 2018

Estate Planning is often an overlooked part of financial planning. For many Americans, the focus of their financial planning is for retirement. We think about financial implications during our lifetime, but what does that mean for our families after we pass? One of the simplest estate planning tools is a will. What Is A Will? A …

Financial Steps To Take When You Get Married

By Jeff McLean | May 6, 2018

One of the most significant changes in anyone’s life is getting married. Yet, there doesn’t seem to be a clear step-by-step tool anywhere online to do just that. Here you will find the steps to take before and after your wedding day. It’s important to have very specific money-related conversations with your future spouse prior …