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