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Estate Planning Asset Management Digital Assets

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Falcon Rappaport & Berkman LLP

Shielding Your Cryptocurrency: Essential Estate Planning and Asset Protection Strategies in the Digital Age

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

Ballard Spahr LLP

Digital Planning Podcast Episode: Planning for Your Digital Legacy

Ballard Spahr LLP on

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

Ballard Spahr LLP

Digital Planning Podcast Episode: Exploring DAOs

Ballard Spahr LLP on

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

Mitchell, Williams, Selig, Gates & Woodyard,...

Estate Planning and Cryptocurrency

Digital assets, such as cryptocurrency, are becoming a larger component of investors’ portfolios. More and more people are owning some form of cryptocurrency....more

Pullman & Comley, LLC

Estate Planning for Digital Assets

Pullman & Comley, LLC on

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

Morgan Lewis

Estate Planning: What Happens When Your Digital Assets Outlive You?

Morgan Lewis on

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

Troutman Pepper Locke

Cryptocurrency Exchange QuadrigaCX and the Estate of Gerald Cotten - Digital Planning Podcast

Troutman Pepper Locke on

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

Keating Muething & Klekamp PLL

Estate Planning for Digital Assets (and not just your crypto!)

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

Troutman Pepper Locke

What You Need to Know About NFTs - Digital Planning Podcast

Troutman Pepper Locke on

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

Troutman Pepper Locke

Interview with Cody Barbo - Digital Planning Podcast

Troutman Pepper Locke on

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

Troutman Pepper Locke

Digital Planning Podcast: Interview With Pamela Morgan - Part Two

Troutman Pepper Locke on

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

Troutman Pepper Locke

The State of Digital Assets

Troutman Pepper Locke on

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

Troutman Pepper Locke

Legislation Discussion with PA State Senator Tom Killion

Troutman Pepper Locke on

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

Troutman Pepper Locke

Inheritance Data - Digital Planning Podcast

Troutman Pepper Locke on

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

Troutman Pepper Locke

Administering Estates With Digital Assets

Troutman Pepper Locke on

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

Troutman Pepper Locke

Discussion of PA’s Revised Uniform Fiduciary Access to Digital Assets Act

Troutman Pepper Locke on

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

Troutman Pepper Locke

Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part Two

Troutman Pepper Locke on

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

Troutman Pepper Locke

Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part One

Troutman Pepper Locke on

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

Troutman Pepper Locke

Digital Planning Podcast: Digital Assets in Divorce, Prenuptial and Postnuptial Agreements, Families and Minors

Troutman Pepper Locke on

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

Saul Ewing LLP

Have You Forgotten to Plan for Future Management of Your Digital Assets?

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Digital assets are owned by almost everyone. Unfortunately, most of us have not planned for future management of those assets by our family....more

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