October 17 - 19, 2024|Orlando, Florida
Questions? Call: 1-800-970-4355

Jamie Hopkins's Schedule

Senior Vice President
Private Wealth Management
Digital Estate Planning: Afterlife in the Cloud
Thursday, October 17, 2024, 3:10 pm - 3:55 pm
Focus: TECHNOLOGY

We live in a digital world. Our entire life is becoming stored online in the cloud, but very few people understand or plan for what this means from an asset transfer, management, and ownership standpoint. What happens to your emails, passwords, photos, and websites when you pass away? Honestly, it really depends on your level of planning. Most states now require you to do affirmative planning in order to pass on these assets to your heirs or to allow others to access the information. Failure to do such planning could leave your assets tied up forever in the cloud, unavailable to business partners or loved ones, causing tremendous hardship and financial damages. So, learn the rules around digital asset ownership, transfer, and how to set up a digital asset estate under the new law RUFADAA. 

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Jamie Hopkins's Profile

Jamie Hopkins, Esq., CFP, is CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management at Bryn Mawr Trust. He is also the founder and President of FinServ Foundation, a 501(c)(3) dedicated to enhancing the financial services nextgen, and a WSJ bestselling author. He sits on numerous boards, including Wealth.com and Wing.App. He was recognized as the top RIA thought leader in 2022 by WealthManagement and a top RIA leader by ThinkAdvisor in 2023.