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Estate Planning for Your Digital Assets

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We’ve talked frequently on this program of the need for an estate plan.  However, in this increasingly digital world the definition of an estate is expanding. Think about your online accounts including banking, Facebook, email, and your Bitcoins!  What happens to these accounts after you’re gone?  It’s an interesting question and one that our guest today is going to address.

Mike Switzer interviews Rob DeHollander, co-founder and managing principal of The DeHollander & Janse Financial Group in Greenville, SC.  Upstate Business Journal article on this topic.

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After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.