Andrew Lippman, CFP<sup><sup>&#174;</sup></sup>, AIF<sup><sup>&#174;</sup></sup> Home
  • Home
  • About 
    • Team
    • Our Mission
    • Products and Services
    • Useful Links
    • Blog
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
  • Contact

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Related Content

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Have A Question About This Topic?

Thank you! Oops!
 

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. InWealth and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of CA, FL, OR, PA, NY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

Contact

InWealth Management

Office: 442-244-0563

Mobile: (516) 526-2968

Fax: (631) 610-1973

6550 Ambrosia Lane

Suite 1029

Carlsbad, CA 92011

Series 7, 63

Andrew@InWealth.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators