Herb Nass and Katherine Brennan, two attorneys from Davis & Gilbert in New York City, discuss the importance of digital assets in an estate plan. They review what digital assets are, their challenges, and potential remedies. They also provide solutions to protect digital assets and discuss who typically handles this aspect in an estate plan. It is important to consult with an attorney or estate planning professional to understand the specific laws, regulations, and options available in your jurisdiction regarding including digital assets in your estate plan.
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Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
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LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180