Family Matters: Passing on a Digital Legacy
12 March 2019
In an increasingly “plugged-in” world, estate planning needs to adapt to include digital assets. This installment of Family Matters can help you address planning considerations to protect and preserve your digital legacy. We are pleased to offer insights from Richard Gotterer, CFP, Director and Senior Wealth Advisor at Calamos Wealth Management.
We created the Family Matters insight series to spark ideas and spur conversation among family members on a wide range of important financial topics. They’re purposely written as a primer for more in-depth discussions with your Calamos Wealth Management advisor on how the matters presented will apply to you and your family’s unique situation. We hope you find that the multi-generational lens by which topics are revealed promote pass-along readership to multiple family members. Your Calamos Wealth Management advisor is available to all members of your family to provide guidance on matters you care about most.