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Wealth Management & Estate Planning Guide

June 13, 2022Media Mention
Los Angeles Times

Private Client Services Counsel, Megan Nogle, was featured in "Wealth Management & Estate Planning Guide" in the Los Angeles Times. The article explores expert opinions regarding the latest trends, best practices and concerns across the wealth management and estate planning landscape. Nogle specifically touches on the importance of incorporating digital assets in an estate plan.

Excerpt:

"An individual should ensure that any digital assets are properly incorporated into his or her estate plan. Digital assets consist of domain names, Facebook status updates, photos living in the cloud, Dropbox files, access to an iPhone, cryptocurrency, and other digital data." 

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