Kerry Meath-Sinkin CFP® AIF®

Partner, Wealth Advisor

Helping you feel empowered, hopeful and confident about your financial future.

MINNEAPOLIS, MN

November 27, 2024
Kerry Meath-Sinkin

How to Create Your Own Digital Estate Plan

Not sure what happens to all your digital assets once you pass away? We explain the 4 steps it takes to create a digital Estate Plan. The importance of having a digital estate plan has grown exponentially over the past decade as technology continues to occupy our daily lives. This leads to the question: Who has access to my online accounts and how will those accounts be managed and distributed in the event I become incapacitated or pass away? To answer that, we must break down the details of Digital Estate Planning.

Click here to download your digital estate planning guide

Take a moment to review these items, and if you need guidance, don’t hesitate to reach out to kmsinkin@meathwealthadvisors.com.

This material is distributed for informational purposes only. Investment Advisory services offered through Journey Strategic Wealth, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). The views expressed are for informational purposes only and do not take into account any individual’s personal, financial, or tax considerations. Opinions expressed are subject to change without notice and are not intended as investment advice. Past performance is no guarantee of future results. Please see Journey Strategic Wealth’s Form ADV Part 2A and Form CRS for additional information.

ABOUT THE AUTHOR

KERRY MEATH-SINKIN CFP®AIF®

Partner, Wealth Advisor

Kerry is passionate about helping others cultivate meaningful, abundant, and impactful financial lives. Her approach in cultivating holistic abundance pulls from her experiences in both the corporate and wellness disciplines. In Kerry’s experience a person finds abundance when they have an effective financial game plan coupled with emotional clarity around money and their life.

 

kmsinkin@meathwealthadvisors.com
612.412.9971

RESOURCES

How to Give More & Save on Taxes

by | Dec 6, 2024 | Kerry Meath-Sinkin | 0 Comments

As a financial advisor we work with individuals and families every day, helping them use their wealth to achieve personal goals while also making a meaningful impact in...

How to Create Your Own Digital Estate Plan

by | Nov 27, 2024 | Kerry Meath-Sinkin | 0 Comments

Not sure what happens to all your digital assets once you pass away? We explain the 4 steps it takes to create a digital Estate Plan. The importance of having a digital...

For the Record

by | Nov 27, 2024 | Kerry Meath-Sinkin | 0 Comments

Whether you use a digital folder or a physical three-ring binder, we recommend keeping everything organized in one central location. Use this guide to gather the...

2024 Year-End Financial Checklist

by | Nov 7, 2024 | Kerry Meath-Sinkin | 0 Comments

Amid the hustle and bustle of the holiday season, reviewing your finances might fall to the bottom of your to-do list. Yet, dedicating just a few minutes to it can be...

Protecting Your Online World: A Guide to Cybersecurity

by | Oct 18, 2024 | Kerry Meath-Sinkin | 0 Comments

October is Cybersecurity Awareness Month. We want you to stay safe online. Much of what we’ll share may sound like common sense, and it is. But in the moment that we...

Health Care Planning in Retirement

by | Sep 9, 2024 | Kerry Meath-Sinkin | 0 Comments

It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. On the surface, the numbers...

The Importance of Planning

by | Aug 6, 2024 | Kerry Meath-Sinkin | 0 Comments

In our meetings this year, we’ve discussed the potential for increased volatility in the latter half of the year. Monday’s market activity was a clear...

Tackling Long-Term Care Needs

by | Jul 10, 2024 | Kerry Meath-Sinkin | 0 Comments

As an advisor, I witness firsthand that long-term care planning is a topic people often shy away from. Despite being uncomfortable, addressing future healthcare needs...

Elder Fraud – Mounting Your Defense

by | Jul 10, 2024 | Kerry Meath-Sinkin | 0 Comments

I was listening to the news the other day after picking up one of my kids from one of their many sports and heard about all the incidents related to cyber security this...

Staying Disciplined in a Volatile Market: Tips for Successful Investing in 2024

by | Jun 14, 2024 | Kerry Meath-Sinkin | 0 Comments

2022 was a difficult year for investors, and we recognize that detours on the road to your financial goals are not uncommon. Legendary investor Warren Buffett opined,...

Estate Planning – Reminders to Get Started or Review!

by | Jun 14, 2024 | Kerry Meath-Sinkin | 0 Comments

We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in...

Secure Horizons: Social Security in 2024 and Beyond

by | May 4, 2024 | Blog,Kerry Meath-Sinkin | 0 Comments

Social Security provides retirees with a basic income. It was never intended to fully cover the cost of living in retirement. But it acts as a supplement to your...

Does the Fed Have the Right Recipe?

by | May 4, 2024 | Blog,Kerry Meath-Sinkin | 0 Comments

Have you ever baked a cake, even a gluten free one? Nothing fancy, nothing complicated. You obtain a recipe, follow the instructions, bake, and out pops a cake ready to...