Firm News

Home 9 News Item 9 Understanding Digital Assets in the Context of Estate Planning Published in Wealth Management Magazine

Understanding Digital Assets in the Context of Estate Planning Published in Wealth Management Magazine

September 25, 2023

The Private Client Services Group is pleased to announce that Partner Vanessa Maczko and Beth Scharpf’s publication Understanding Digital Assets in the Context of Estate Planning, has been published in Wealth Management Magazine. The article discusses terminology that estate planners and their clients must understand to engage in conversations about digital assets in an estate planning context, as well as the necessary information clients must share for the conversation to be productive and effective.

To read the article, click here.

Resources

Firm Highlights