Factoring digital assets into the estate planning process

Useful tools for advisers looking to demonstrate tech savviness

clock • 3 min read

Clients’ online presence and digital assets could form a significant consideration in estate and succession planning, writes Emily Deane. Here she explains how advisers can demonstrate their tech savviness…

Cryptocurrency is never far from the news. This month, reality TV star and entrepreneur Kim Kardashian has agreed to pay a £1.12m fine for advertising the currency EthereumMax on her Instagram page. The US Securities and Exchange Commission said that Kardashian had received $250,000 for advertising the cryptocurrency, without disclosing she had been paid to do so. Although cryptocurrency is perhaps the best-known digital asset, all of your clients will have some sort of cloud-based assets such as email, online banking or photos. There are several tools available to advisers looking...

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