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Covestor Radio: Implications of an increasingly virtual lifestyle for estate planning

Posted: February 24, 2015 at 9:37 pm   /   by   /   comments (0)


Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio (Episode 27) to discuss planning for digital assets.

Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.

Listen to host Eric Dye & guest Kimberly Clouse discuss the following:

  • What is an estate plan and what is estate administration?
  • What are digital assets?
  • What are some of the issues in planning for digital assets?
  • How are companies dealing with digital legacy issues?
  • And what about Facebook?

TIP: Gerry W. Beyer, a law professor at the Texas Tech University School of Law wrote a thought-provoking  passage about the sentimental value of digital assets in his article entitled Estate Planning in the Digital Age. Professor Beyer wrote: “historically, people kept special pictures, letters, and journals in shoeboxes or albums for future heirs. Today, this material is stored on computers or online and is often never printed. Personal blogs and Twitter feeds have replaced physical diaries and e-mails have replaced letters. Without alerting family members that these assets exist, and without telling them how to get access to them, the story of the life of the deceased may be lost forever.[ii]

About Kimberly Clouse

Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.

Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.

She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.



Note: All opinions included in this radio episode are as of [February 23, 2015] and are subject to change. The opinions and views expressed herein are of Kimberly Clouse. All investments involve risk, the amount of which may vary significantly.

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