How advisers can help clients plan for digital estates

11/4/2013 | Financial Advisor

Even older clients who are not technologically sophisticated have digital assets, and advisers should be recommending that clients decide how they want these assets to be handled after their death, according to this article. Clients should designate a beneficiary of digital assets that have any value. Other best practices include inventorying digital assets and their user IDs and passwords, making sure the list is stored in a safe place and shared with a trusted adviser, and determining how beneficiaries can access and manage digital accounts after death.

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