Digital Executor®

Digital Executor®

Author: Sharon Hartung

Publisher: FriesenPress

Published: 2021-04-26

Total Pages: 175

ISBN-13: 1039113370

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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’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 an 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.


Your Digital Undertaker

Your Digital Undertaker

Author: Sharon Hartung

Publisher: FriesenPress

Published: 2019-02-28

Total Pages: 285

ISBN-13: 1999450167

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If you are an adult Canadian who uses e-mail and surfs the internet, this book is for you. In a unique and humorous way, this former military officer and tech executive shares what she’s learned about the estate industry and the taboo topic of preparing for one’s own death. Preparing for death doesn’t need to be scary or foreboding. It can actually be liberating and energizing. Join Your Digital Undertaker in an exploration of death in the digital age in Canada, which lifts the lid on how the deathcare and estate industry works today, and tackles it through the project management and digital lens. This exploration includes simple diagrams, easy to understand scenarios, and user options that require only a couple of mouse clicks. You’ll learn your digital life is not isolated from your physical life, as technology is the new player at the estate planning table. Cracking the code to digital death and its afterlife requires deciphering the code for your regular and physical life. By the end of this book, you should feel armed with questions and a perspective on how to tackle your digital life in the context of your overall estate. You might even walk away inspired to get on with dealing with your will and estate plan with estate planning professionals. If you are a named executor in a will or appointed in a Power of Attorney, this book is for you as well, as it might motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket”. For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion.


Your Digital Undertaker

Your Digital Undertaker

Author: Sharon Hartung

Publisher: FriesenPress

Published: 2019-02-22

Total Pages: 285

ISBN-13: 1999450140

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If you are an adult Canadian who uses e-mail and surfs the internet, this book is for you. In a unique and humorous way, this former military officer and tech executive shares what she’s learned about the estate industry and the taboo topic of preparing for one’s own death. Preparing for death doesn’t need to be scary or foreboding. It can actually be liberating and energizing. Join Your Digital Undertaker in an exploration of death in the digital age in Canada, which lifts the lid on how the deathcare and estate industry works today, and tackles it through the project management and digital lens. This exploration includes simple diagrams, easy to understand scenarios, and user options that require only a couple of mouse clicks. You’ll learn your digital life is not isolated from your physical life, as technology is the new player at the estate planning table. Cracking the code to digital death and its afterlife requires deciphering the code for your regular and physical life. By the end of this book, you should feel armed with questions and a perspective on how to tackle your digital life in the context of your overall estate. You might even walk away inspired to get on with dealing with your will and estate plan with estate planning professionals. If you are a named executor in a will or appointed in a Power of Attorney, this book is for you as well, as it might motivate you to ask a lot more questions about your role before you get handed “digital hell in a hand basket”. For those having the challenging conversations with their parents, family members or clients, let Your Digital Undertaker ask some of the basic questions and open the door for a meaningful discussion.


Your Digital Afterlife

Your Digital Afterlife

Author: Evan Carroll

Publisher: New Riders

Published: 2010-11-15

Total Pages: 217

ISBN-13: 0132345374

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Almost without realizing it, we have shifted toward an all-digital culture. Future heirlooms like family photos, home movies, and personal letters now exist only in digital form, and in many cases they are stored using popular services like Flickr, YouTube, and Gmail. These digital possessions form a rich collection that chronicles our lives and connects us to each other. But have you considered what will happen to your treasured digital possessions when you die? Unfortunately the answer isn’t as certain as we might presume. There are numerous legal, cultural, and technical issues that could prevent access to these assets, and if you don’t take steps to make them available to your heirs, your digital legacy could be lost forever. Written by the creators of TheDigitalBeyond.com, this book helps you secure your valuable digital assets for your loved ones and perhaps posterity. Whether you’re the casual email user or the hyper-connected digital dweller, you’ll come away with peace of mind knowing that your digital heirlooms won’t be lost in the shuffle. “Death is the final frontier of cyberspace—and this book provides a road map to the key issues, problems and future prospects for bridging this ultimate transition with dignity, security and grace.” — Daniel “Dazza” Greenwood, Executive Director of the eCitizen Foundation “To be ahead of one’s time usually means stepping to the side of one’s time in order to see it clearly. This book does just that, putting our digital lives and afterlives into sharp focus. Fascinating.” — David Eagleman, neuroscientist and author


Digital Afterlife

Digital Afterlife

Author: Maggi Savin-Baden

Publisher: CRC Press

Published: 2020-04-02

Total Pages: 192

ISBN-13: 1000026620

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Despite the range of studies into grief and mourning in relation to the digital, research to date largely focuses on the cultural practices and meanings that are played out in and through digital environments. Digital Afterlife brings together experts from diverse fields who share an interest in Digital Afterlife and the wide-ranging issues that relate to this. The book covers a variety of matters that have been neglected in other research texts, for example: The legal, ethical, and philosophical conundrums of Digital Afterlife The ways digital media are currently being used to expand the possibilities of commemorating the dead and managing the grief of those left behind Our lives are shaped by and shape the creation of our Digital Afterlife as the digital has become a taken for granted aspect of human experience. This book will be of interest to undergraduates from computing, theology, business studies, philosophy, psychology, sociology, and education from all types of institutions. Secondary audiences include researchers and postgraduate researchers with an interest in the digital. At a practical level, the cost of data storage and changing data storage systems mitigate the likelihood of our digital presence existing in perpetuity. Whether we create accidental or intentional digital memories, this has psychological consequences for ourselves and for society. Essentially, the foreverness of forever is in question. Maggi Savin-Baden is Professor of Higher Education Research at the University of Worcester. She has a strong publication record of over 50 research publications and 17 books. Victoria Mason-Robbie is a Chartered Psychologist and an experienced lecturer having worked in the Higher Education sector for over 15 years. Her current research focuses on evaluating web-based avatars, pedagogical agents, and virtual humans.


The Executor's Guide

The Executor's Guide

Author: Mary Randolph

Publisher: Nolo

Published: 2024-06-25

Total Pages: 481

ISBN-13: 1413331742

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The step-by-step guide to serving as an executor, trustee, or estate representative If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed--especially when you're grieving. But you can do it, and this book will show you how. The Executor's Guide provides a clear road map through an unfamiliar land of legal procedures and terminology. You'll learn what to do right away and what can wait. Find help on: * preparing for the job of executor or trustee * the first steps you should take after a loved one dies * claiming life insurance, Social Security, and other benefits * making sense of a will, and what to do if there is no will * how to determine whether probate is necessary * filing taxes * managing assets inherited by a minor child * probate court proceedings * handling simple trusts, and * working with lawyers, appraisers, accountants, and other experts. The 10th edition of The Executor's Guide contains updated tables that outline the key points of each state's laws. It also provides the latest information on estate tax laws. With Downloadable Worksheets: download and customize worksheets detailing information executors need to get organized, including an inventory of assets and debts (details inside).


The Pre-Retirement Blueprint

The Pre-Retirement Blueprint

Author: Sam Choo

Publisher: Hope Publishing

Published:

Total Pages: 143

ISBN-13:

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Are you approaching retirement and wondering how to prepare for this new chapter of life? The Pre-Retirement Blueprint is your essential guide to navigating this exciting yet uncertain phase with confidence and purpose. In this insightful book, Sam Choo provides practical advice on everything from financial planning and CPF management to maintaining strong family connections, embracing new hobbies, and staying mentally and physically healthy. With real-life success stories, thoughtful reflections on aging, and tips for adapting to unexpected changes, this book empowers you to take control of your future. Learn how to balance freedom with responsibility, cultivate a sense of purpose, and create a life filled with joy, connection, and meaning. Whether you’re just starting to think about retirement or already in the midst of pre-retirement planning, The Pre-Retirement Blueprint offers the tools you need to craft a secure, fulfilling, and purpose-driven future. Take the first step toward your best life in pre-retirement—this is your time to live with intention and embrace the possibilities ahead!


How to Laugh at Death and Taxes

How to Laugh at Death and Taxes

Author: Barbara Amsden

Publisher: FriesenPress

Published: 2024-07-22

Total Pages: 230

ISBN-13: 1038314186

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This book is for everyone at some time in their life. If you’re breathing, this book’s for you... or your parents, friends, teenagers moving into their first apartment, newlyweds, new parents, siblings, ... oh, and the person or people you name as executor. Hope to be a beneficiary or heir? Yup, you too. Think you can do it alone? Be my guest, but first Google “executor horror stories.” What makes this book different? • It’s four for the price of one: You can use it when you’re naming, accepting to be, or serving as executor, and if you’re an heir or beneficiary. • It’s by a layperson who survived: Most of what you’ll find about naming, being, and dealing with executors comes from legal, financial, or tax experts, and governments. Makes sense. For them, death is a growth industry. But for you, it’s about naming someone you trust to look after your affairs when you die, understanding the effort and risks if you’ve been asked to be an executor, managing an estate effectively if you’re acting as one, and knowing where you stand if you expect to inherit. • It offers useful tools: The book provides plain-language explanations, checklists, templates, and tips. • It’s long-lasting: While legal, tax, accounting, and financial rules change, and the book mainly uses Ontario examples, the process to follow and the questions to ask experts will not. Also, the approach is generally similar to that in many other countries. • Caution: To help relieve the subject's misery and tedium, this book uses humour—be warned!


Digital Legacy Plan

Digital Legacy Plan

Author: Angela Crocker

Publisher: Self-Counsel Press

Published: 2019-03-01

Total Pages: 142

ISBN-13: 1770405003

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When you die, what will your digital legacy be? What will be left about you online? How will your online accounts be accessed and handled and how will you be remembered for posterity (given that there’s no real erasing of the Internet)? Angela Crocker and Vicki Mcleod team up to give us ideas and tips on how to handle our digital legacies. Vicki focuses on the personal aspects of legacy, while Angela brings it down to earth with the practical, how-to aspects. One hundred years from now, there will be one billion dead people on Facebook. That’s a sobering thought for each of us as we consider our own mortality. And while it can be uncomfortable to talk about death, it’s important to prepare the personal and practical elements of your digital life before death. In this guide, co-authors Angela Crocker and Vicki McLeod offer solutions for the practical, social, emotional, and technical aspects of your digital legacy. They include best practices for online memorials, social media and mourning, and digital etiquette in death. Tools and resources are included throughout the book to help your digital estate planning and empower your estate’s executor. From online banking to decades worth of digital family photos, copious creative or intellectual property, or personal history documented on social media, everyone has a widespread digital footprint that tells the story of our lives. How much of that story remains online after we’re gone? Who has access to banking, passwords, and important digital records? What about painful or deeply personal elements of your personal or professional legacy? In life, you have the opportunity to make choices about your digital legacy. If you don’t, you risk your legacy being misinterpreted, lost, or simply becoming digital litter. It’s time for a digital legacy plan.


Retirement Reimagined

Retirement Reimagined

Author: William Moore

Publisher: eBookIt.com

Published: 2024-04-05

Total Pages: 208

ISBN-13: 1456648624

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Discover the Golden Years of Opportunity: Transform Your Retirement into a Vibrant New Beginning Imagine waking up each day to a life brimming with passion, purpose, and boundless opportunity. "Retirement Reimagined: The Ultimate Guide to Active and Meaningful Pathways" offers a fresh and invigorating perspective on what the golden years can truly be. Gone are the days of viewing retirement as a time for winding down. This guide illuminates the path towards a retirement replete with adventure, learning, and fulfillment. Redefining Retirement for the Modern Age, this comprehensive tome begins by challenging conventional notions, inviting you to envision a future where retirement means growth, exploration, and the pursuit of passions old and new. Through understanding the new dynamic retirement landscape, you'll be inspired to craft a personal vision that's as unique as you are. Embark on a journey of self-discovery as you explore newfound interests, hidden talents, and leisures that balance personal growth with sheer enjoyment. Retirement Reimagined guides you through cultivating a lifestyle that not only maintains physical and mental agility but nourishes them. Whether it's through volunteering, embracing the digital age, or pursuing hobbies, every chapter serves as a stepping-stone towards realising a fulfilling and active retirement. For those looking to give back, build lasting connections, or even delve into entrepreneurship, this guide covers it all. Learn how to navigate financial planning to ensure a secure, yet vibrant future. From the joys of travel and adventure to the significance of intergenerational connections and crafting your legacy, every aspect of retirement is explored with depth, sensitivity, and practical advice. Your retirement is an expansive horizon, a time of life rich with possibilities for personal development and joy. Retirement Reimagined is not just a book but a companion for anyone standing on the threshold of retirement or navigating through it, seeking to infuse their days with meaning and excitement. Step into your retirement with confidence and joy, knowing the best years are still ahead, waiting to be seized and celebrated. Embark on this transformative journey and embrace the opportunity to live your retirement years as you have always dreamed. The time to start is now.