The Shift in Asset Management Over Half a Century The last half-century has witnessed a deep transformation in personal asset management. The days of ledger books and stock certificates have given way to sophisticated digital platforms and a diverse array of...
Blog Posts
How to Protect My Financial Legacy for the Time When I’m No Longer Around
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.
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...
Personal Asset Portfolios: Your Gateway to Financial Independence
Personal asset portfolios are crucial for anyone looking to secure their financial future. Whether you're planning for retirement, saving for a large purchase, or simply aiming to grow your wealth, understanding how to effectively manage your assets is key. This...
From Stocks to Satoshi: The Evolution of Investment Options and Personal Asset Portfolios
In a world that has transformed dramatically over the last half-century, the ways in which we view and manage our personal assets have changed too. The days when owning a piece of land or a few shares of a company were the pinnacle of personal financial achievement...
What Happens to Your Crypto After You’re Gone and Haven’t Planned Your Digital Legacy?
Let’s get the obvious out of the way: Cryptocurrencies - such as Bitcoin, Ethereum, Litecoin, Dogecoin, etc. - have gained extreme popularity, especially in the past few years. There are multiple reasons behind that. Apart from the obvious hype surrounding everything...
How to provide secure access to your digital wallet in your inheritance
Digital wallets: to store and organize your digital assets. People these days have an ever-increasing number of digital assets – company stocks, investment portfolios, accounts on online trading platforms, company shares, stock options, and crypto. Even old-school,...
Password managers: 3 big trends to watch
Password managers have become very popular among people who want to have a single view of the passwords for their various online accounts and digital assets. The ability to view and use one’s passwords on any device and with any operating system has made a strong...
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...
The Evolution of Password Managers
Protection and a single view for our personal accounts and digital assets The primary reason why many people consider using a password manager is to protect their passwords, digital assets, and personal information, as well as to be able to have a single source of...