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Jun 28, 2022

Most professional advisors know that digital assets are a growing consideration for clients looking to plan for their futures and estates, but there's a lot that goes into protecting a client's digital goods.

Lee Poskanzer of Directive Communications joins us to discuss how you can approach the process of planning for a digital estate, and the myriad issues that often arise.

Digital assets play by different rules than a lot of physical or financial assets, and they're often hard to find, hard to access, or designed to be difficult to transfer, even as part of a settled estate.

We'll get into the nitty gritty of the various types of digital assets, and ways we can ensure a smooth transition of accounts, crypto, photos, information, and more.

Find Lee at or on Twitter at


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