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What Is a Digital Wallet?

What Is a Digital Wallet?Digital wallets, often called electronic wallets, are software applications or physical devices that allow users to do one of the following two things: Store information about digital or financial assets or personal information such as one’s...

What Is Asset Management?

What is asset management?Asset management is the management of a client's portfolio of assets with the goal of increasing the assets’ value. Usually, asset management is associated with high-net-worth individuals, who hire an asset management company to develop an...

What Is Asset Protection?

What is asset protection?Many people dream of becoming wealthy, but what they don’t realize is that once they’ve attained a significant number of assets, it’s not a trivial task to protect them. In the financial world, asset protection means using strategies to guard...

What Is a Password Manager?

What is a password manager?When we talk about password managers, we usually mean software that allows you to store and manage your passwords for online accounts, institutions, and services. Nowadays, a password manageris an important tool that is good to have in your...

Life Insurance Beneficiary

Life Insurance Beneficiary Appointing a life insurance beneficiaryPeople who take out life insurance are often focused on the terms of the insurance, such as the death benefit, conditions for the payout, whether they want to establish a life insurance savings plan...

Life Insurance Protection

Life Insurance Protection The dirty secret of life insuranceYou buy a life insurance policy and you name your spouse or children as beneficiaries. You think you’ve finally protected your family and achieved peace of mind – you believe your family is secure should...

Estate Planning

Estate planning What is Estate Planning?Estate planning, as the name suggests, is the process of planning what will happen to a person’s assets should they pass away or become incapacitated and unable to manage their affairs on their own. Estate planning also includes...

Last Will and Testament

Last Will and Testament What is a Last will and Testament?A Last Will and Testament is a legal document in which a person expresses their wishes about what should happen to the assets they own and who should inherit them. In the 18th and 19th centuries, a Last Will...

Secure Digital Vaults

Secure Digital VaultsPeople these days have complex assets – bank accounts, life insurances, retirement plans, company stocks, stock options, RSUs, to name a few. In addition to these assets, many of which are digital, people have more and more documents that need to...

Digital Asset Estate Planning

Digital Asset Estate Planning There are these moments in our lives when technology changes faster than the legislation does.While it is quite normal for most of us to download, install, and subscribe to different applications and services, we rarely bother to think...