Digital Asset Estate Planning

Marc Nichols, CIMA®,WMCP®
April 5, 2022

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What’s Happening Now in Digital Assets That Requires Estate Planning?

Host Marc Nichols speaks with Sara Adami-Johnson, attorney and senior wealth planning consultant at BMO Private Wealth in British Columbia, Canada. They dig into the relatively new topic of digital asset estate planning, and why it’s becoming necessary. Sara shares three considerations when managing digital assets within an estate plan, plus three common estate planning solutions. Marc and Sara also share the micro-step financial advisors can take after listening to the episode. (STEP Canada)

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Don’t forget to listen to last week’s episode:

Crypto Taxes: What You Need To Know

Providing Clarity on the Crypto Tax Landscape and Mistakes to Avoid Marc Nichols is joined by Jordan Bass, a CPA and tax attorney specializing in crypto, for an informative discussion about the current crypto tax landscape. Jordan discusses the services provided by both his companies, Bass Law and Taxing Cryptocurrency, and he and Marc provide …

Crypto Consulting: About Arbor Digital

Arbor Digital is a team of passionate professionals dedicated to responsibly constructing and managing digital asset portfolios by continually evaluating blockchain projects with potential. Our mission is to be the connection for Registered Investment Advisors and their clients to the world of digital assets and to educate them about the disruptive power of blockchain technology within financial services.

To learn more and find out how you can #getoffzero visit https://arbordigital.io/ to book a demo or subscribe to our weekly Digital Asset Roundup.

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