The Sandwich Generation: Estate Planning for Your Parents and Yourself

Episode Summary:

In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial role of digital assets in modern estate planning. They explore what constitutes digital assets, their importance, and how to properly include them in estate plans to protect both financial and sentimental value for future generations.

 

Key Timestamps:

00:01 - Show introduction

00:24 - Definition of digital assets and their importance in 2025

02:46 - Discussion on common misconceptions about digital assets

03:35 - Consequences of not including digital assets in estate plans

04:42 - Steps to help loved ones access digital accounts

06:46 - Creating a digital asset inventory

08:03 - Managing sentimental digital assets and legacy interviews

09:53 - Supporting clients through digital estate planning

12:01 - Process of accessing accounts without proper planning

14:04 - How to get started with estate planning

15:19 - Discussion on cryptocurrency and digital wallets

 

About the Show:

"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping individuals understand and navigate the complexities of estate planning. Host Kevin Rosenquist and estate planning attorney Rose Harper provide expert insights and practical guidance for protecting your legacy.