Explore how to revolutionize the safeguarding of your financial and digital legacies, ensuring a seamless transition to future generations. This comprehensive guide delves into the innovative services offered by DGLegacy®, from meticulous asset cataloging and proactive beneficiary notifications to advanced digital legacy management and robust security measures. Uncover the peace of mind that comes from knowing your legacy is protected and discover the steps to ensure your values and achievements are preserved and honored. Join us in this insightful exploration of ensuring your legacy endures, with DGLegacy® as your trusted partner in legacy planning.
Digital Legacy Management
Understanding KYC Policy and Its Impact on the Heirs of Deceased Users’ Assets
What is KYC Policy? Know Your Customer (KYC) is a standard in the finance industry that ensures investment advisors, banks, and other financial institutions verify the identity, suitability, and risks involved with maintaining a business relationship with their...
How do you bequeath digital assets?
The ever-increasing number of digital assets that people possess nowadays raises the valid question of how to bequeath these assets, which range from accounts in mobile banking services, online trading and investing platforms, fintech services, and digital life...
Is estate planning still the answer for digital asset inheritance?
Estate planning is an established process for wealthy individuals to protect their financial assets. Its mass adoption was always hindered by its high cost, associated with expensive attorneys and law firms involved in the creation and update of the estate planning...
What happens to life insurance with no beneficiary?
Many of us take out life insurance, wishing to protect our loved ones if we die. It’s not uncommon for people to have even multiple life insurances. While this might sound strange at first glance, the case for this is quite straightforward. You take out your first...
The hidden risk for angel investors
Angel investments on the rise With the low and often even negative interest rates on bank deposits, and the modest returns on mutual funds, especially when we take into consideration inflation rates and fund and brokerage fees, it’s not surprising that many people are...
The three main steps for financial protection
One of the main goals that many people set for themselves is to better handle their finances. This goal is becoming more and more difficult to achieve, as people usually have multiple assets in various systems and platforms – bank accounts, insurance policies, credit...
Digital Legacy Management – How Can It Protect Your Digital Assets?
Why do we need to protect our digital assets? Many of us haven’t thought about protecting our digital and financial assets at all. It’s not that we are irresponsible or don’t care about them. It’s just that we’ve always associated topics such as asset protection,...