Digital Planning Podcast
1) Luminary
In this episode, Ross, Jen, and Justin sit down with David Barnard, founder and CEO of Luminary—an AI-powered estate planning platform redefining how advisors scale and deliver wealth transfer strateg...Show More
2) Modernizing Client Intake in Estate Planning
In this episode, we welcome Wouter IJgosse, the founder and CEO of DecisionVault — the client data intake platform that’s transforming how estate planning attorneys gather and organize information. We...Show More
3) Privacy and Estate Planning
In this episode, we welcome Gregory Szewczyk, a partner at Ballard Spahr, LLP to discuss the critical but often overlooked aspect of estate planning – privacy. Join us as we unpack the complexities o...Show More
4) Planning for Your Digital Legacy
In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down with special guest, Richard Zack, CEO and Co-Founder of Eternal Me, to dive into the essential, yet often overlooked, to...Show More
5) Estate Planning and the Corporate Transparency Act
On this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch dive into the intricacies of the Corporate Transparency Act (CTA) with special guest, corporate and finance att...Show More
6) Planning for Influencers
Join Justin Brown, Jen Zegel, and Ross Bruch as they delve into the digital world of influencer planning on the latest episode of the Digital Planning Podcast, featuring the esteemed Laura Giles of Ba...Show More
7) AI Developments - Planning & Practice Considerations
In this episode of the Digital Planning podcast, Jennifer Zegel, Justin Brown, and Ross Bruch discuss developments and policy considerations with the use of AI in the practice of law. The trio also ex...Show More
8) When Cyber Attacks Hit Home
Cyber security impacts everyone who has a computer, tablet, mobile device, or on-line presence. With cyber-attacks occurring every day, we are all potential targets who should constantly be monitoring...Show More
9) Exploring DAOs
In this episode of the digital planning podcast Jen Zegel, Justin Brown, and Ross Bruch discuss planning considerations for decentralized autonomous organizations (DAO’s).
10) Understanding Biometrics and the Impact on Estate Planning
As the use of biometric information and identifiers becomes more commonplace in our everyday lives, privacy and consumer protections laws throughout the United States limit the ability to gather and u...Show More