University Planning Partners

University Planning Partners

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Provide custom solutions to our clients needs.

06/22/2023

Some things are easy to think of when drawing up your will, like Mom’s wedding ring or your vacation home. But what about digitally stored assets? Here’s the intangible property of value- monetarily and sentimentally- that you should include in your estate plan.

https://universityplanningpartners.com/insights/covering-digital-assets-in-your-estate-plan

06/06/2023

A lock isn’t much good if you give everyone a spare key. You may have set up your digital accounts to maximize cybersecurity, but wise habits are crucial for keeping your financial information safe. Here are some practices to reinforce your data lock and keep your protection up-to-date:

-Do online banking at home instead of relying on public WiFi
-Contact financial institutions directly instead of responding to emails, phone calls, or text alerts
-Keep your operating software and antivirus software up-to-date

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824 South Milledge Avenue
Athens, GA
30605