Digital Media and Estate Planning - Financial Advisor Source

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them

Nerd's Eye View

MARCH 5, 2025

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. As a result, integrating digital assets into estate plans has become a crucial part of an advisor's process.

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Estate Planning Assets Planning Clients

Queen’s Catalog: $1 Billion Dollars…

The Big Picture

JUNE 22, 2024

But if it’s for estate planning… But the dirty little secret is although Bryan May is 76, Roger Taylor is 74 and John Deacon is only 72! If everybody knows your name, in an era where that’s nearly impossible to accomplish, think of the value! At Canadian Music Week Don Passman said he advises his clients not to sell.

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Financial Advisor Source

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them

Queen’s Catalog: $1 Billion Dollars…

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