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Don’t Forget Your Digital Estate Plan
You might have key estate planning documents such as a will, trust, power of attorney, and healthcare proxy, but you might be forgetting something: your digital property. Lack of directions regarding how your online accounts can be accessed after your death could pose a problem when it’s time to handle your estate. In an age where almost everything is either online or on a computer, things such as banking and tax accounts could make life difficult for your executors.
Contrary To Popular Opinion
Houston money manager Hamilton Lewis doesn’t necessarily advocate going with the crowd. Instead, he prefers to see what the majority of investors are doing and then to take an opposite...
The Turnaround Kings: BE 100s Financial Services Company of the Year
By applying its proprietary operating principles (the details of which were not fully disclosed), Vista turned Sunquest around. In two years, Sunquest’s revenues increased to $185 million with $100 million in EBITDA. Four years later, revenues grew to $200 million with $120 million in EBITDA. Vista ended up selling Sunquest to Roper Industries, a provider of engineered products and solutions, for $1.4 billion, a return of more than 400% on Vista’s initial investment. “We’re not guessing. We’re not stock picking. We’re not placing bets,†says Smith. “We have designed a system that we use to give us a predictable outcome.â€