We’re about to hit a full country enactment of the RUFADAA or its equivalent with just a handful of states left anticipating introductions. In just the last week we saw an introduction in Maine and an enactment in South Dakota – if that’s not rapid progress, we don’t know what is. While this isn’t news … Continue reading “Tracking Digital Afterlife Legislation”
Lee Poskanzer was invited to present before the National Network of Estate Planning Attorneys (https://nnepa.com/) at a recent conference in San Diego. NNEPA is a cooperative alliance of nationally recognized estate planning attorneys from across the country who gather together to learn from each other to build successful and rewarding practices. The attorneys who came … Continue reading “National Network of Estate Planning Attorneys Welcomes Lee Poskanzer”
You’ve no doubt read the news that Facebook will now use AI to help find profiles of people who have died so you don’t have to worry about receiving messages about their birthdays or anniversaries. From our perspective, it’s way too little, way too late. An expanded tribute section is all well and good, and … Continue reading “What Facebook Has Done – Not Much”
Directive Communication System’s Lee Poskanzer was pleased to be a special guest speaker at the annual Successor Trustee Seminar presented by the Strauss Attorneys law firm in its Hendersonville, North Carolina office. The firm has embraced the importance of digital estate planning, offering their clients the DCS platforms to ensure that their digital property is … Continue reading “Founder Lee Poskanzer at Strauss Attorney’s Successor Trustee Seminar”
We’re heading to Brooklyn for Legal Geek’s first North American conference held in America. Jason Moyse, a member of our board of directors and principal of Law Made, describes it perfectly: “…it brings out the Magic Circle and Wall Street crowd and puts them in the same room as the garage guys with nary a … Continue reading “DCS Heading to Legal Geek North America Conference – June 25th in Brooklyn”
Sharing passwords won’t work with two-factor authentication or biometrics. What now? The stories of families figuring out how to access their loved one’s digital life are just beginning. Here are just two: A professional man works diligently to create an estate plan, doing everything necessary to protect his wife. Then he commits suicide. After the … Continue reading “Protect Your Digital Life With Directives”
The SECURE Act is one of the bigger legislative changes in retirement planning in recent years. One of the biggest changes it brings is how assets in IRAs are distributed when the owner dies. In the past, people used the stretch option of the IRA to allow heirs to stretch out distributions over their lifetimes. The … Continue reading “2020 The SECURE Act – An Opportunity to Review Estate Plans, Including Digital Assets”
