Planning for Digital Assets


We pride ourselves in prioritizing digital asset management in our discussions with you. In an increasingly tech-oriented world, digital assets are more and more becoming a significant part of your estate. We counsel our clients on keeping accounts safe, managing usernames and passwords, storing and securing cryptocurrencies, and providing insight on how they want their selected fiduciaries to access and manage these assets in the event of incapacitation or death. By having a conversation about how digital assets may impact your estate plan, we offer the ability to create a truly custom and personalized plan for you.

Disclaimers: This material is for informational purposes only and not for the purpose of providing legal advice. You should contact your attorney to obtain advice with respect to any particular issue or problem. Use of and access to this material does not create an attorney-client relationship. The opinions expressed here are the opinions of the individual author and may not reflect the opinion of the firm or any other individual attorney. Any tax advice contained in this communication is not intended to be sided, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties.