Estate Planning for Digital Assets

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Last month, I spent a week in Las Vegas at the National Association of Personal Financial Advisor‘s (NAPFA’s) National Conference. It was a great week of meeting friends and learning more about how I can better help our clients and centers of influences.

During one of the sessions, Evan Carol, author of "Your Digital Afterlife" spoke. He spoke about taking care of our digital afterlife and making sure it is a part of our client’s estate plan.  Everyone should think about what happens to their Facebook accounts, Twitter accounts, electronic access to financial accounts, etc. when planning.  States and service providers all handle things differently.

His book and websites have a lot of information to educate and tools to implement for your own plan. 



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Guest Thursday, 21 August 2014

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