Over the last several years, I’ve crisscrossed this country preaching the importance of digital asset estate planning. I’ve met some of the most amazing attorneys and their clients. I always learn something new, which continues to fuel my excitement to be in this field. I’ve come to learn that your clients invest their time and … Continue reading “Don’t Believe Me? Just wait…and it will be costly!”
This is a new estate planning issue that becomes very personal, very fast. Not planning for online estate management creates a host of disasters for those who are left behind, says The Guardian in the article “What happens to our online identities when we die?” Here’s just one aspect – a young woman with a … Continue reading “What happens if you don’t plan for your digital afterlife?”
“After she died, breaking into her phone was the only way to put together the pieces of her digital life.” This story of a family devastated by an unexpected death of a mother and having the added worry of having to figure out how to gain access to two decades of their mother’s digital life, … Continue reading “Hacking Mom’s Phone – Expect to Read More Like This”
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”
I’m pleased to share with you an article from Next Avenue, part of the PBS public media system, in which Dr. Carla Sofka and Lee Poskanzer served as expert sources for writer Mark Ray about the “netiquette” of navigating social media during death and grieving. The article also appeared online at Forbes, which shares Next … Continue reading “Directive Communication Systems’ Lee Poskanzer in Next Avenue”
Kudos to The Wall Street Journal’s Abigail Summerville, who really gets the problem of digital afterlife. She nails it, in fact: “Social-media giants, with hundreds of millions of accounts, are increasingly grappling with how to handle digital legacies of users who have died.” A few points we want you to consider: 1 – Social-media giants … Continue reading “Kudos to The Wall Street Journal on Digital Afterlife”
I’m pleased to have been invited to speak at the 61st Annual Trust & Wealth Management Conference, presented by the Florida Bankers Association on September 26th. The fact that such an august association of bankers is including digital assets in their annual gathering reflects the growing importance of this new asset class even in traditional … Continue reading “Florida Bankers Association Welcomes Lee Poskanzer to Trust & Wealth Management Conference”
SIM Card Swapping and the threat to estates…it’s quick and can be costly. Recently, Good Morning America ran a segment on a swiftly growing form of ID theft known as SIM card swapping. The thief contacts a phone provider, requesting a replacement SIM card of the victim’s phone. With this new chip, they’re able to … Continue reading “What’s the latest ID Theft Scam? Hint: It Goes After Apps (and it’s fast)”
Lee Poskanzer was a guest on The Digital Planning Podcast, hosted by attorney Jennifer L. Zegel, a partner in Kleinbard’s Business and Finance Department and Practice Leader of the Firm’s Trusts and Estates Group, attorney Justin Brown, a partner in the Private Clients Practice Group of Pepper Hamilton LLP, and Ross Bruch, from Estate Genie. The … Continue reading “The Digital Planning Podcast Hosts Lee Poskanzer”
The global health crisis has moved estate planning from ‘someday’ to “right now.” COVID-19 has also led to an unprecedented number of people moving more and more of their lives into the digital world. That translates to more online accounts, also known as digital assets, being left dangerously unprotected. What happens to the family photos … Continue reading “Estate Planning World Rocked by COVID-19 Pandemic”
