We’re always being admonished to think ahead, and that applies to our digital resources as well. Crypto is no longer the fringe investment; it’s growing into an important asset class within many portfolios. Estate planning for crypto? Absolutely essential. Here’s the cold, hard truth nobody wants to talk about: the...
According to Liza Horvath, president of Monterey Trust Management, she’s tackling the increasing concerns of older investors. She’s advising them on how to include this growing asset class into estate planning. With over three decades of experience in estate and trust management, Horvath addresses the specific anxieties of an 82-year-old...
Estate planning. Yawn. Sounds like something your grandparents do, right? Wrong. If you’re heavily entrenched in the world of crypto, don’t overlook estate planning. Shutting your eyes like someone driving a Lambo on bald tires isn’t an answer – that’s just a case of potential widespread catastrophe. You consider it...
Estate planning is more than wills and real estate. It’s a moment to think about protecting your full legacy, from real-world assets to online life. Cryptocurrency is quickly rising as an essential asset. For digital investors, it’s imperative to have your digital portfolio represented in your estate plan. Neglecting this...
