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Podcasts

Inheritance Data

May 13, 2020

In this episode of the Digital Planning Podcast, hosts Jen, Ross, and Justin speak with Bruce Cane, founder of Inheritance Data, an asset searching platform in the United Kingdom designed to discover a decedent’s financial history…More

Digital Issues for Individuals Working at Home

April 29, 2020

The COVID-19 pandemic has created a minefield of digital issues for individuals now working at home. In this episode, hosts Jennifer, Ross, and Justin are joined by Hope Comisky, General Counsel at Pepper Hamilton LLP,…More

Remote Online Notarization – Part Two

April 15, 2020

In part two of the Digital Planning Podcast’s two-part series, hosts Jennifer, Ross, and Justin continue their discussion on remote online notarization in the wake of COVID-19 with guest, Karen Fahrner. The Digital Planning Podcast is designed to…More

Remote Online Notarization – Part One

April 8, 2020

In part one of our two-part series, hosts Jennifer, Ross, and Justin speak with Karen Fahrner to discuss remote online notarization in the wake of COVID-19. The Digital Planning Podcast is designed to educate individuals about all…More

Administering Estates With Digital Assets

March 10, 2020

In the latest episode of the Digital Planning Podcast, hosts Jennifer, Ross and Justin discuss innovative solutions to administering estates with digital assets with special guest, Lee Poskanzer, CEO of Directive Communications Systems. The Digital…More