Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy
Digital Planning Podcast Episode: Planning for Your Digital Legacy
[Podcast] Unlocking the Potential of Alternative Markets with HighVista Strategies’ Raphi Schorr
Family Owned Real Estate: Managing Lack of Planning in Family Business Transitions
Family Owned Real Estate: Impacts of the Current Real Estate Market on Transition Planning
Family Owned Real Estate: Avoiding Pitfalls When Transitioning Family Real Estate
Family Owned Real Estate: Common Real Estate & Asset Management Issues
[Podcast] Scoping Out Secondaries with Portfolio Advisors' Liz Campbell
John Wick - What You Need To Know about the Corporate Transparency Act
Family Owned Real Estate: Legal Challenges & Opportunities
Once Removed Episode 24: Expressing Goals and Intent for the Trust
Once Removed Episode 23: Naming Guardians for Minor Children
Once Removed Episode 20: Helping a Beneficiary Purchase a Home
Digital Planning Podcast Episode: Planning for Influencers
Life After Love Gone Wrong Podcast: Season 3, Episode 6 - Reshaping Your Legacy: Estate Planning After Your Divorce
Unraveling the Crypto Code: California's New DFAL Explained – The Crypto Exchange Podcast
A Primer On Trusts - A Podcast with Janathan Allen
Digital Planning Podcast Episode: Exploring DAOs
Current Landscape of Cryptocurrency Regulation and Enforcement - The Crypto Exchange Podcast
Current Landscape of Cryptocurrency Regulation and Enforcement - The Consumer Finance Podcast
As cryptocurrencies like Bitcoin surge to unprecedented values—crossing the $100,000 mark at the time of this writing—both seasoned investors and newcomers are pouring billions into this thriving asset class. The U.S....more
In this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch sit down with special guest, Richard Zack, CEO and Co-Founder of Eternal Me, to dive into the essential, yet often overlooked, topic of...more
In this episode of the Digital Planning Podcast Jen Zegel, Justin Brown, and Ross Bruch discuss planning considerations for decentralized autonomous organizations (DAO’s)....more
Digital assets, such as cryptocurrency, are becoming a larger component of investors’ portfolios. More and more people are owning some form of cryptocurrency....more
Do you maintain active online bank, brokerage, cryptocurrency, NFTs, e-mail, social media, and/or game accounts that require a username, password, key or other information for access? If something happens to you, who will...more
During the estate planning process, it is important to ensure that your fiduciaries (the personal representatives of the estate, trustees, and agents named in the durable power of attorney) have the information necessary to...more
WHAT IS CRYPTOCURRENCY? Cryptocurrency is a digital asset that is created and traded online. Miners (computer operators) establish new units of digital currency and record them on a blockchain, a string of verified public...more
In this episode of Digital Planning Podcast, hosts Jennifer Zegel, Ross Bruch, and Justin Brown welcomed Sheona McDonald, an accomplished filmmaker, who discussed her recently released documentary Dead Man’s Switch: A Crypto...more
Join the Williams Mullen Private Client and Fiduciary Services team for our annual Fiduciary Focus event. This year’s agenda is packed with insights on recent developments affecting fiduciaries – including tax law updates...more
Cryptocurrency - There are currently more than 4,000 different types of cryptocurrency. Bitcoin, Ethereum, and even Dogecoin are among the most well-known. As cryptocurrency continues to become more mainstream, its value...more
Listen to our Digital Planning Podcast and learn about all things “digital” as to estate planning, business planning, and estate administration. Your hosts — attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide...more
Listen to our digital planning podcast and learn about all things “digital” as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown, will guide...more
Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown, will guide you...more
The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning and estate administration. Your hosts, Jennifer Zegel, Ross Bruch and Justin...more
Digital assets are owned by almost everyone. Unfortunately, most of us have not planned for future management of those assets by our family....more