21CF-EPFX: MNCPA Estate and Personal Financial Planning Conference (Virtual Only)
I2. Digital Assets
Speaker:
Andrea Thermos
Tue, 10:40 am - 11:55 am
Digital assets — including email, social media accounts, financial accounts, online music and video streaming accounts, cloud storage, rewards programs and more — are commonplace, but many people don’t include them in their estate plans. Help your clients inventory their digital assets, decide what they want done with them and name a digital executor. Develop a digital account strategy and walk through what should be accounted for.
NASBA field of study: Specialized Knowledge - Technical (1.5)
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