Free Webinar May 18: Estate Planning Basics and Digital Assets

Wednesday, April 20th, 12-1pm ET
Registration link:

Are your digital assets protected and part of your estate plan? Join us for our next virtual townhall and find out why this is a key component of the estate planning process.

As the use of digital assets and technologies continues to grow—along with regulations around who is permitted to access them—the need to include digital assets in your estate plan has become crucial. As time goes on, we can expect that people will accumulate an ever-increasing amount of digital assets. Managing these assets while we are alive is one thing – it becomes more complicated after we die.

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes estate planning attorney Andrew Kestner, Partner at Langrock Sperry & Wool in Burlington, Vermont. We will cover some estate planning basics and have a high-level discussion about how digital assets should be addressed within your estate plan.

  • What does a will address?
  • Do I need a trust?
  • Will my estate have to pay VT estate taxes?
  • What exactly are digital assets?
  • What happens to digital assets when we die?
  • What are the laws and regulations pertaining to the accessibility of digital assets?

Join us, bring your questions, and find out how you can align your investments not only for today but for future generations. It can be done! Register by clicking here or the image below!

*Copper Leaf Financial is an affiliated and separately registered entity.

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