Practical Planner Hosts Anne Rhodes & Thomas Kopelman are joined by Tyrone Ross Jr. — CEO and co-founder of Turnqey Labs and 401 Financial, Strategic Advisor to <a href="http://wealth.com/">wealth.com</a>. — to discuss the unique landscape of Estate Planning for cryptocurrency and digital assets. In this episode:<ul>
<li>Tyrone breaks down why Estate Planning in crypto is a massive opportunity for advisors to add value.</li>
<li>A practical overview of how crypto & digital assets function uniquely as an asset within estate plans.</li>
<li>Scenarios and examples of why estate planning for unique digital assets is so valuable.</li>
<li>Insightful discussion of client and advisor behaviors regarding crypto and how estate planning can be a helpful context for client discussions.</li>
<li>+ More</li>
</ul> Find other episodes of the Practical Planner at <a href="http://wealth.com/podcast">wealth.com/podcast</a>

Practical Planner Hosts Anne Rhodes & Thomas Kopelman are joined by Tyrone Ross Jr. — CEO and co-founder of Turnqey Labs and 401 Financial, Strategic Advisor to wealth.com. — to discuss the unique landscape of Estate Planning for cryptocurrency and digital assets. In this episode: Tyrone breaks down why Estate Planning in crypto is a massive opportunity for advisors to add value. A practical overview of how crypto & digital assets function uniquely as an asset within estate plans. Scenarios and examples of why estate planning for unique digital assets is so valuable. Insightful discussion of client and advisor behaviors regarding crypto and how estate planning can be a helpful context for client discussions. + More Find other episodes of the Practical Planner at wealth.com/podcast

Practical Planner Hosts Anne Rhodes &amp; Thomas Kopelman are joined by Tyrone Ross Jr. — CEO and co-founder of Turnqey Labs and 401 Financial, Strategic Advisor to&nbsp;<a href="http://wealth.com/" rel="noopener noreferrer">wealth.com</a>. — to discuss the unique landscape of Estate Planning for cryptocurrency and digital assets. In this episode:<ul>
<li>Tyrone breaks down why Estate Planning in crypto is a massive opportunity for advisors to add value.</li>
<li>A practical overview of how crypto &amp; digital assets function uniquely as an asset within estate plans.</li>
<li>Scenarios and examples of why estate planning for unique digital assets is so valuable.</li>
<li>Insightful discussion of client and advisor behaviors regarding crypto and how estate planning can be a helpful context for client discussions.</li>
<li>+ More</li>
</ul> Find other episodes of the Practical Planner at&nbsp;<a href="http://wealth.com/podcast" rel="noopener noreferrer">wealth.com/podcast</a>

Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.

Let's reimagine estate planning together. 
We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. 
What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). 
The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology. 
Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider.
Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco).

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Technology

Let's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology. Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider. Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco).

Let's reimagine estate planning together.&nbsp;
We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process.&nbsp;
What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies).&nbsp;
The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology.&nbsp;
Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider.
Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will &amp; Emery (New York), then at Perkins Coie (San Francisco).

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Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.

Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.

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