
Season 1 · Episode 5
Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.
The Practical Planner · wealth.com
December 5, 202334m 51s
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Show Notes
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.
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Find other episodes of the Practical Planner at wealth.com/podcast