On this episode of CFO at Home, Vince's guest is Pravat Lall, the founder of SmartHeritance, a platform dedicated to preserving digital legacies. Pravat and Vince discuss the concept of digital legacy, the importance of keeping estate planning documents updated, and the need to integrate digital assets into estate planning. Pravat also highlights the challenges of managing digital footprints, cybersecurity measures needed to protect sensitive information, and the emotional significance of digital legacies, including social media. For more information about Pravat and SmartHeritance, visit SmartHeritance.com.

• Understanding Digital Legacy

• Challenges in Traditional Estate Planning

• The Importance of Keeping Estate Plans Updated

• Unclaimed Assets and Digital Footprints

• The Role of Digital Assets in Modern Estate Planning

• Security Concerns in Digital Legacy

• Emotional and Practical Aspects of Digital Legacy

• Advice for First Generation Wealth Builders

Key Links

• SmartHeritance.com

• SmartHeritance - Linkedin

• SmartHeritance - Facebook

Contact the Host - [email protected]

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500