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July Newsletter In the NC News... Starting January 1st 2026:  North Carolina will allow an attested written will to be stored as an electronic record and later offered for probate as a certified paper copy. This means that you should look into saving a digital back up copy of your attested written will with your Estate Planning Professional so that it does not get lost and it can be found. This applies to attested written wills, not handwritten holographic wills. Once an a

Digital Asset Newsletter

Crypto Roundtable: Highlights Market and Legal updates from all corners of the globe, we had a great roundtable discussion with friends from the Blockchain side of things, Bart Cant, consultant in digital asset tokenization and AI technologies. Also in attendance, representing International Legal and Tax advice as it pertains to Crypto with Estate Planning, Thomas Spaas. Part of the fun in this discussion is to unravel what better planning would have done to help a practice

As more individuals accumulate significant digital holdings, the need for a DEXITPLAN™ , a comprehensive digital asset planning tool becomes ever so important.ws.

It's ubiquitous in the news , that Social Media from the opportunistic platforms such as Meta and others have placed our children at addictive and self harm risk s through the algo rhythmic feeds. Thankful to the court systems that are protecting out future generations, there is still a lot to uncover. These lawsuits are paving the way for monitoring not just the feeds sent to kids but cracking down on child pornography and abuse. In our DEXITPLAN™, we ask about Biodata for

In today’s increasingly digital world, managing and preserving digital assets is a critical component of comprehensive succession planning. Digital estate essentials encompass the strategies and tools necessary to ensure that digital assets are properly accounted for, protected, and transferred according to the client’s wishes. For family offices, estate planners, wealth advisors, and fiduciary professionals, understanding these essentials is vital to providing holistic wealt

In today’s interconnected world, managing digital legacies has become an essential component of comprehensive succession planning. As more personal and financial information moves online, it is crucial for estate planners, wealth advisors, and fiduciaries to understand how to effectively incorporate digital assets into their clients’ retirement and family wealth preservation strategies. This article explores the key aspects of digital legacy management, offering practical gui

Digital Legacy Solutions is part of modern day succession planning. This new class of assets require analyzing content, assigning value and directives for legacy protection.

Learning about digital legacy planning is important for today's modern succession planning standards.

Digital Legacy Benefits for Estate Planning Professionals

Estate Planning tips for your digital assets.

Confident Digital Estate Planning

In today’s world, our lives are deeply intertwined with digital spaces. From social media accounts to online banking, digital photos to email, our online presence is vast and valuable. But have you ever stopped to think about what happens to all of this when you’re no longer here? Managing your digital legacy is becoming just as important as traditional estate planning. That’s where digital legacy management comes in. It’s about making sure your digital assets are handled acc

Conversation about cryptocurrency and succession planning, what are the challenges?