We live in a digital world.
Our entire life is becoming stored online in the cloud, but very few people understand or plan for what this means from an asset transfer, management, and ownership standpoint. What happens to your emails, passwords, photos, and websites when you pass away? Honestly, it really depends on your level of planning.
Most states now require you to do affirmative planning in order to pass on these assets to your heirs or to allow others to access the information. Failure to do such planning could leave your assets tied up forever in the cloud, unavailable to business partners or loved ones, causing tremendous hardship and financial damages. So learn the rules around digital asset ownership, transfer, and how to set up a digital asset estate under the new law RUFADAA.
In "Digital Estate Planning: Afterlife In The Cloud " by Jamie Hopkin, you will:
- Understand a workable process for planning for a client’s end of life;
- Review the necessary documents for end of life planning;
- Develop an understanding of the challenges to digital assets;
- Review the best practices for digital asset planning under RUFADAA.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Jamie Hopkins, Esq., CFP®, LLM, MBA.
Meet Jamie Hopkins, Esq., CFP®, LLM, MBA
Retirement planning experience
Jamie Hopkins is CWO for Bryn Mawr Trust and CEO of Bryn Mawr Capital Management. He also the founder and President of FinServ Foundation, a 501(c)(3) dedicated to enhancing the financial services nextgen.
Jamie is also a former Finance Professor of Practice at the Heider College of Business at Creighton University, and a former Professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program.
He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.
Retirement planning thought leadership and expertise
Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education. He is the author of the WSJ bestselling book, Find Your Freedom, which details the behavioral finance issues that hold people back from a more financially secure retirement.
Jamie was selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40, and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts Estates Journal awarded Jamie the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule.
He sits on numerous boards, including Wealth.com and Wing.App. He was also recognized as the Top RIA Thought Leader in 2022 by WealthManagement, and as a top RIA leader by ThinkAdvisor in 2023.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
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Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
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