Episode
How to Handle Digital Assets in Estate Planning
- Podcast
- The Practical Planner
- Published
- Mar 18, 2025
- Duration seconds
- 1188
- Processing state
not_requested
Actions
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Summary
Crypto, online accounts, and other digital assets are now a critical part of estate planning—but many advisors and clients aren’t prepared. In this episode, Thomas Kopelman and Dave Haughton break down what advisors need to know, from crypto taxation and security risks to ensuring digital assets are accessible when needed. They cover key estate planning strategies, common mistakes, and how to help clients organize and protect their full digital footprint. Ignoring digital assets isn’t an option—advisors who understand them will be the ones clients trust most.