Download A Free Digital Asset Inventory Questionnaire For To Help Clients With Estate Planning For Digital Assets Hot

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Rothschild, who also serves as chair-elect of the American Bar Association Real Property Trust And Estate Planning Section, spoke at a webinar about estate planning for digital assets that A4A members can also access for free.

 

The Uniform Law Commission, which drafts model laws for states to adopt, is drafting legislation for states to consider that will clarify important rules concerning who is entitled to access and inherit digital assets after the owner dies. Eight states already have statutes and several more are considering adopting laws. The laws aim to clarify who is legally entitled to access your social networks, contact list, photos, music, memoirs and other digital assets after death.

 

Advisors who want more help communicating with clients about the proper disposition of digital assets and other sophisticated areas of estate planning can also contact Toni Russo at Advisor Products at 516-333-0066 x224. 

 

 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Frank Murtha, or Andrew Gluck
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  • invests based on MPT and economic fundamentals
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  • needs financial counseling skills
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