Estate planning for digital goods

Speakers

Jeff Levine

Lead Financial Planner, Kitces.com

Daniel Brockley

Director of Content Marketing, Vanilla

 

Speakers

Jeff Levine

Lead Financial Planner, Kitces.com

Daniel Brockley

Director of Content Marketing, Vanilla

Sep 21, 2023
1 hour

In The State of Estate Planning 2023, only 42% of respondents reported having any kind of plan when it comes to their digital goods. But in the modern world, digital goods play a huge role in clients’ lives, and preparing for how to access and disperse those assets will save family members a lot of grief – and potentially money.

Join Jeff Levine of Kitces.com where he will take the audience through key considerations when it comes to estate planning for digital goods and the 2015 Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA). He’ll address:

  • The three categories of digital goods and how to plan for them
  • Digital powers of attorney and fiduciary access
  • Why having passwords and credential isn’t always enough

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