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Podcasts

Interview with Cody Barbo

July 20, 2021

In this episode of The Digital Planning Podcast,?Jen, Ross, and Justin speak with?Trust & Will Founder and CEO Cody Barbo on Trust & Will’s solution to estate planning, along with the future of electronic wills….More

Interview with Lisa Grayson

May 28, 2021

Like many practices, the probate process has been reshaped as a result of the pandemic. In this episode of The Digital Planning Podcast Jen, Ross, and Justin speak with Lisa Grayson, the Register of Wills…More

Digital Identity Discussion

April 13, 2021

In this episode of The Digital Planning Podcast, Jen, Ross, and Justin speak with Ed Zabar, founder and CEO of Verify-y, to discuss digital identity and his solution to identity and credential verification. The Digital…More

Interview with Pamela Morgan – Part Two

March 12, 2021

In the latest episode of the Digital Planning Podcast,?Jen, Ross, and Justin continue their conversation with Pamela Morgan to discuss the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder…More

Interview With Pamela Morgan – Part One

February 23, 2021

In the latest episode of the Digital Planning Podcast, Jen, Ross, and Justin speak with Pamela Morgan to discuss the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder of…More

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