The goal of this presentation will be to educate advisors on identifying digital assets, and why they need to talk to their clients about them.  We will discuss the current state of the law, and how to develop a  plan for those assets.  We will also discuss administering digital assets upon someone's death, and how good planning impacts the administration.

The following points will be discussed:

  • What are digital assets?
  • Why it's important to plan for your digital assets
  • Digital assets and the law
  • Estate Planning for Digital Assets
  • Administering Digital Assets in Pennsylvania

This session will be presented by Stephen Porter from MacElree Harvey.  Click here for Stephen's bio.

NOTE:  One hour of CFP CE Credit Approved.