Did you know that the Internet turned 30 years old this year? As we move further into the 21st century, more and more of our lives are transitioning to the digital realm--for better or worse. This session will cover digital legacy planning topics that estate planners and financial planners should be aware of when working with clients; particularly if those clients hold cryptocurrencies.
Understand best practices advisers and clients should adhere to with respect to storage and safekeeping of digital assets.
Identify elements of a sound digital asset access and transfer plan.
Founder and President,
Mercer Street Personal Financial Services