Protecting Your Digital Assets with a Revocable Trust

Episode Summary

Having a structured digital asset plan is crucial to protect your personal information. Without proper planning, these assets will often revert back to the technology company upon your passing. This includes understanding how to secure your digital assets and how they could be effected across multiple tax scenarios.

Sofia Ziegler is a manager in Marcum’s Family Office practice and a member of the Marcum Wealth Dimensions group. Her experience includes more than a decade working with high net worth and ultra-high net worth clients within the art world and private recruitment.