Categories
Long-Term Care Planning

Digital Executor®: Unraveling the New Path for Estate Planning; Your Digital Undertaker® – Published [Video]

Watch/Read More

Digital Executor®: Unraveling the New Path for Estate Planning; Your Digital Undertaker® – Published

The world has gone digital and so have our clients’ estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. The Digital Executor®: Unraveling the New Path for Estate Planning arms estate advisors, business owners, service providers, and the broader estate and technology industries with heightened awareness of client expectations regarding their digital estates.

Everyone needs a will and in today’s age of digitization, estate plans must include your client’s digital life. This book is a primer for understanding a client’s personal use case when navigating estate management in the digital age with introductions to technology and the underlying aspects and differences between digital asset classes. With technology being the new player at the client’s estate planning table, estate advisors must be educated, motivated, and prepared, adapting policies and processes for operating in the digital world. Equally, technology and service providers must align with the stars to be integrated partners in estate industry conversations.

Sharon Hartung’s first book, Your Digital Undertaker: Exploring Death in the Digital Age in Canada, was about digital assets in the context of an individual’s or client’s estate planning life cycle. This follow-up book, Digital Executor®: Unraveling the New Path for Estate Planning is about digital assets in the context of the estate industry. This book draws the reader into the world of estate planning with a digital twist, bringing together how the global estate industry, technology and service providers must address client expectations about their digital assets and the implications of the changing role of the fiduciary/executor.

To understand the role of digital assets in the estate industry, we must first understand technology, the client’s user context, and the changing role of the estate advisor. From a global estate industry perspective, if today’s executor is a digital executor and today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.

Amazon – https://www.amazon.com/dp/B093RCS9JV/ref=cm_sw_em_r_mt_dp_HYVTYCM1WDXQK2N0X0JH
FriesenPress Bookstore – https://books.friesenpress.com/store/title/119734000195579108/Sharon-Hartung-Digital-Executor®
https://yourdigitalundertaker.com

#digitalexecutor #executor #yourdigitalundertaker #undertaker #digitalundertaker #estateplanning #estate #digitallegacy #digitalasset #estateadministration #executor #estatelitigation #will #livingwill #digitallife #digitaldeath #death #deceased #beneficiary #fiduciary #lawyer #estatelawyer #estatetax #trust #trustee #digitalestate #wealthplanning #wealthplan #wealthmanagement #funeral #eol #advancecareplan #endoflife #deathdoula #deathpositive #estateplan #digitalestate #trustcompany #trustofficer #insurance #serviceprovider #giftplan #philanthropy #legacygift #giftplanners #estateplanner #estatepractitioner #financialplanner #taxplanner #tax #deathcare #bereavement #burial #greenburial #memorialize #memorialise #memorial #commemorate #celebrationoflife #greenfuneral #fintech #estatetech #estatebank #estatesettlement #realestate #realtor #incapacityplan #incapacity #probate #probatedwill #celebrant #legacycontact #STEP #retirement #lifeplan #lifeplanningplatform #estateplatform, #estateplanningplatform #estateplatform #estateauction, #estatesale #grief #hospice #digitalhospice #palliative #dyingwell #dying #deathinthedigitalage #electronicwill #digitalwill #DIYwill #digitaltransformation #digitization #advisor #practitioner #estateadvisor #estatepractitioner #financialplanner #taxaccountant crematory crematorium cremation #estateplanning

Categories
Long-Term Care Planning

How long should it take executor to settle estate in Indiana? [Video]

How long should it take executor to settle estate in Indiana?http://guydimartino.com Sometimes beneficiaries get confused regarding the timing of an estate.Guy S. DiMartino is an estate planning and probate lawyer located in Michigan City. Guy S. DiMartino P.C.1411 S. Woodland Ave.Suite DMichigan City, IN 46360(219) 690-8997For More Videos Of Attorney Guy S. DiMartino Please Subscribehttps://www.youtube.com/channel/UCPQC0ZtxpmZQX_--zMyTrWwRelated VideosFor More Useful & Informational Videoshttps://www.michigancityinjurylaw.com/sitemap-video.xml

Categories
Long-Term Care Planning

Dessert with Andrew & Yvonne: How to pay for home care with estate planning [Video]

A Zoom event, hosted by Beacon Eldercare and The Estate Planning and Elder Law Group, that gives you vital information regarding helping your loved one live in their home longer and safer in an environment that they love!Beacon Eldercare, located at 69-23 Grand Ave. in Maspeth, has been helping families throughout New York City to find the best practices and solutions to healthcare needs for decades. Yvonne Murphy has more than 20 years of experience with long term care, health care, housing options, consulting and supporting families who are caring for elderly loved ones. Ms. Murphy is known to be the “champion of innovative and diverse care plans for those with special needs.” She is the Founder and CEO of Beacon Eldercare, a New York licensed home care agency, and Beacon Geriatric Consulting Agency, the consulting arm of the agency. Ms. Murphy received her first Masters’ Degree in Social Work from Adelphi University and continued her graduate studies to acquire a second Master’s Degree in Forensic Psychology from John Jay College.Andrew L. Jaloza Esq. has been practicing law for over 30 years. He is a member in good standing of the Bar of the State of New York, The New York Bar Association Section on Trust and Estates and Special Needs, a member of the National Academy of Elder Law Attorneys (NAELA), and Lawyers with Purpose. He has lectured on estate planning and real estate topics to audiences in New York City and the surrounding areas.As owner, CEO and Principal Attorney of the Estate Planning & Elder Law Group, Andrew L. Jaloza takes pride in helping families prepare for their future. He specializes in assisting families with preserving their generational wealth and passing on their legacy that they have spent most of their lives building. Mr. Jaloza and his team help families achieve peace of mind by developing personalized solutions so they can maintain control when they are at their most vulnerable, they achieve this by listening with empathy to each client's situation. Their planning leaves their clients feeling safe that their future and their family's future are protected.

Categories
Long-Term Care Planning

In this video, I answer the question: What are Estate Planning transfer costs? I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.Learn more about elder law and estate planning here: https://elderlawcare.com.By watching this video, you’ll learn:• How gifting can be a double edged sword (Article available here: https://elderlawcare.com/2021/04/14/careful-giving-gifts-can-be-a-double-edged-sword-patrick-j-kelleher-esq-elderlawcare-com/)• The risks, rewards, and challenges of making gifts• How to assess and evaluate your own estate planning circumstances• How gifting could be used to reduce your taxable estate• How much you can gift per year under the current tax code• When to file a Form 709 gift tax return• Proposed changes to the Unified Tax Code under the current administration• How gifts within 5 years of applying for Medicaid benefits are considered impermissible and have a penalty period associatedHave you created your estate plan?Leave a comment below!_______________ Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love the most. We serve families and seniors in Hanover, Quincy, and the surrounding Boston, Massachusetts area.Learn more about us at https://elderlawcare.com. _______________- Find my Book on Amazon "How to Avoid the Four-Headed Monster: Probate Court, Estate Death Taxes, Financial Creditors & Predators and Nursing Homes": https://www.amazon.com/dp/B084MB96SK/ref=cm_sw_r_other_apa_i_fXwqEb394KEB0 - Watch my 3 Part webinar “Learn to Plan Your Estate… Before It’s TOO LATE!”: https://elder-law-care-educate.bambiz.net/ - Subscribe to my Newsletter: http://eepurl.com/dHk6Jv- Read my Blog: https://elderlawcare.com/blog/

Categories
Long-Term Care Planning

The best type of asset protection prevents a lawsuit from ever going to court. The same is true of estate planning.The best estate plan avoids probate court and allows for the transfer of wealth to be conducted within your family. Learn the best methods to maintain your family’s privacy after your death and how to make sure that wealth is securely transferred.Avoid the heartache and turmoil of a poorly planned estate.What will be covered:The need to create an estate plan for the transfer of wealthDifferent estate planning methodsUsing a Trust as part of your estate planAn estate plan is more than just a trustWhy it matters now