Digital Asset 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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