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I'm Back with Some More AI Summaries!






Hello everyone,


I just wanted to check in to let you know that I am back in the office if you need me. The family enjoyed a relaxing "off the grid" vacation up north with family and friends and returned to some wonderful weather (finally!) here in San Diego upon our return.


During my trip, I had time to catch up on some reading and wanted to pass along a couple summaries you might find useful about choosing a Trustee and protecting your Iphone.


This time, I used Google's Bard AI Chatbot to come up with the summaries. These tools can definitely save time once you learn to use them so try them out if you have time! Or, read a book and relax by the pool. It is summer after all!


Jason Ebert

WSJ article "When Naming a Trustee for Your Estate, Ask Yourself These Four Questions" The article discusses the importance of choosing the right trustee for your estate. A trustee is responsible for managing your assets after you die, so it is important to choose someone who is trustworthy, reliable, and has the skills and experience to handle the job. The article suggests asking yourself four questions when choosing a trustee:

  1. Do I trust this person?

  2. Is this person financially responsible?

  3. Does this person have the time and energy to manage my assets?

  4. Does this person share my values?

The article also discusses the pros and cons of naming a friend, family member, or professional as trustee. Here are some additional details from the article:

  • The trustee should be someone who you trust to follow your wishes and act in the best interests of your beneficiaries.

  • The trustee should be financially responsible and have the experience and knowledge to manage your assets.

  • The trustee should have the time and energy to devote to the job.

  • The trustee should share your values and goals for your estate.

The article concludes by saying that it is important to choose a trustee carefully and to document your wishes in a trust document.

WSJ article "We Hope Your iPhone Never Gets Stolen. But, Just in Case..." The article discusses how to protect your iPhone in case it is stolen. The authors, Nicole Nguyen and Joanna Stern, say that there are a few things you can do to protect your data and accounts:

  • Enable Find My iPhone. This feature will allow you to track your iPhone's location and remotely lock it or erase its data.

  • Use a strong passcode. A strong passcode will make it more difficult for someone to access your iPhone if it is stolen.

  • Set up two-factor authentication. This will add an extra layer of security to your accounts.

  • Back up your data regularly. This will help you recover your data if your iPhone is stolen or lost.

  • Sign out of your accounts when you're not using them. This will help protect your accounts from unauthorized access.

The article concludes by saying that by following these tips, you can help protect your iPhone and your data in case it is stolen.

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