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Digital Wrangling: Securing Your Online Legacy
Manage episode 506426427 series 7742
Digital Wrangling: Securing Your Online Legacy In this episode, Chris Boyd and Jeff Perry from the AMR team at Wealth Enhancement sit down with Kate Hufnagle, the “digital wrangler,” to unpack the world of digital assets. Far beyond cryptocurrency, our guest explains how every email, social media profile, cloud storage, and even auto-ship subscriptions form part of your digital estate. Kate walks us through real-world examples, from photos saved on your phone to streaming services tied to your account and explains why it is critical to think about who can access your devices when you are no longer able. We also tackle the sticky challenges of incapacity: durable powers of attorney, the limitations of terms of service agreements, and the conversations you need to have now to spare your family headaches later. By the end of this episode, you will have a clear roadmap for making an inventory of your digital footprint, designating trusted contacts, and weaving your online life into your broader estate plan.
#FinancialPlanning #DigitalLegacy #DigitalAssets #EstatePlanning #TechTalk
For Kate’s freebie (My Estate & Life Organizer), click the following link: https://www.thedigitalwrangler.com/
For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1002 episodes
Manage episode 506426427 series 7742
Digital Wrangling: Securing Your Online Legacy In this episode, Chris Boyd and Jeff Perry from the AMR team at Wealth Enhancement sit down with Kate Hufnagle, the “digital wrangler,” to unpack the world of digital assets. Far beyond cryptocurrency, our guest explains how every email, social media profile, cloud storage, and even auto-ship subscriptions form part of your digital estate. Kate walks us through real-world examples, from photos saved on your phone to streaming services tied to your account and explains why it is critical to think about who can access your devices when you are no longer able. We also tackle the sticky challenges of incapacity: durable powers of attorney, the limitations of terms of service agreements, and the conversations you need to have now to spare your family headaches later. By the end of this episode, you will have a clear roadmap for making an inventory of your digital footprint, designating trusted contacts, and weaving your online life into your broader estate plan.
#FinancialPlanning #DigitalLegacy #DigitalAssets #EstatePlanning #TechTalk
For Kate’s freebie (My Estate & Life Organizer), click the following link: https://www.thedigitalwrangler.com/
For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1002 episodes
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