Digital Assets Estate Planning

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How To Secure Your Digital Legacy and Estate Plan, Part II

October 8, 2019

In last week’s edition of Retirement Watch Weekly, I detailed steps to secure your digital legacy (see Part I here). Today, we’ll return to this discussion… Bottom line: To make your estate plan complete, you’ll want to compile an inventory of all your digital accounts and assets. The inventory should include the name of the […]

Estate Planning

How To Secure Your Digital Legacy in Your Estate Plan

October 1, 2019

Almost all of us have digital assets that should be included in our estate plans. Technology and digital assets have become major parts of most of our lives, often more than we realize. A digital asset is any account, electronic device, or portion of a website that is password-protected. That covers a lot of ground. […]

How to Secure Your Digital Legacy in Your Estate Plan

October 19, 2018

Almost all of us have digital assets that should be included in our estate plans. Technology and digital assets have become major parts of most of our lives, often more than we realize. A digital asset is any account, electronic device, or portion of a website that is password-protected. That covers a lot of ground. […]

Estate Planning

Time to Update Your Digital Assets Estate Planning Strategy

December 27, 2016

Estate planning laws and practices are catching up with the reality of today’s digital world. It is a slow process and still has a way to go, but big strides recently were made. You need to review how your estate plan handles digital assets and decide if an update is in order. There are several […]

Protecting, Storing Your Digital Documents

July 1, 2015

Many financial services firms now recognize the importance of digital assets and want to be key players in storing them. A number of firms now offer digital storage services they often call “vaults” for digital documents. These are promoted as highly secure digital filing cabinets on which you can store digital copies of all your […]

Estate Planning

Estate Planning for Your Digital Assets

July 1, 2015

Changes are afoot in how digital assets figure into your estate plan. For years, great uncertainty existed in the handling of digital assets such as accounts for email, social media, banking, investments, photo and data storage, web sites, and more. We last discussed these matters in our June 2014 visit, but already a major change […]

estate planning

Why You Must Include Technology in Your Estate Planning

June 1, 2010

Technology needs to be part of your estate plan. I don’t mean the do-it-yourself tools available on the web to write a will or trust. I mean the technology you use regularly must be incorporated into your plan. The privacy policies and practices at most technology providers you deal with make it difficult for your […]

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