Advertise on podcast: Digital Planning Podcast

In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down with author, martial artist, and physician, Dr. Harry Zegel, creator of the spy‑thriller Shadow Revelations and co‑founder of Shadow Suspense Press. Together, they dive into a wide‑ranging and thought‑provoking conversation about planning for authors, navigating copyrights, and protecting creative legacies. From intellectual property ownership and publishing‑company structures to real‑world use cases of AI and the evolving relationship between AI and medicine, this episode delivers practical insights for writers, creatives, and planners alike. It's a rich discussion filled with actionable advice and forward‑looking perspectives.

On this episode of the Digital Planning Podcast, Justin, Jen, and Ross are joined by Dean Saxe, co-chair of the Open ID Foundation's Death and the Digital Estate Community Group (DADE CG).  The discussion centers around the DADE CG's work and the whitepaper, The Unfinished Digital Estate: Culture, Law and Technology After Death.  The whitepaper explores the intersection of law, technology, and culture when planning for an individual's digital data and digital assets at incapacity or death.

In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down again with Cody Barbo, CEO of Trust & Will, to discuss how technology is transforming the way families approach estate planning. From simplifying wills and trusts to making planning more accessible, Trust & Will is modernizing a process that's long overdue for innovation. Tune in as we explore how digital tools, evolving laws, and shifting planning dynamics are shaping the future of estate planning.

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 strategies. David shares his journey from leading private wealth at AllianceBernstein to launching Luminary, explores how AI is reshaping trust and estate workflows, and explains why collaboration—not disruption—is the future of estate tech. Tune in for insights on document intelligence, data architecture, privacy considerations, and the evolving landscape of estate planning in the age of AI.

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 dive into the origin story of DecisionVault, how it's streamlining workflows for law firms, and what the future of estate tech looks like.

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 of privacy law and apply them to estate planning and how we can safeguard ourselves, our clients, and our families.

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, topic of digital asset management.  From social media accounts to crypto and cloud-stored memories, we explore the legalities of accessing, transferring, and managing your digital assets after death, what happens if no preplanning has occurred, how your digital legacy can be protected, and why planning in this area is so important.

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 attorney, Ashleigh Taylor, of Kleinbard LLC. The conversation breaks down the key aspects of this groundbreaking legislation, designed to enhance corporate transparency and combat illicit activities like money laundering and fraud. Tune in to find out what advisors need to know in connection with planning and the CTA.

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 Ballard Spahr. Tune in to gain valuable insights and learn more about estate and business planning for influencers. #digitalplanning #influencers

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 examines estate planning nuances and post-mortem privacy concerns, addressing the emergence of ghost bots and personal generative AI avatars.

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 our cyber behaviors. In this episode, Jen Zegel, Ross Bruch, and Justin Brown speak with Kris Coleman of Red Five Security to discuss our cyber security and what we can all do to improve our cyber health.

In this episode of the digital planning podcast Jen Zegel, Justin Brown, and Ross Bruch discuss planning considerations for decentralized autonomous organizations (DAO's).

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 use such information. In this episode, Jen Zegel, Ross Bruch, and Justin Brown explore some of the issues surrounding biometric information and biometric identifiers and discuss the estate planning implications of their use.

In this episode of the Digital Planning Podcast, Jen Zegel, Justin Brown, and Ross Bruch dive into the fascinating world of ChatGPT, an artificial intelligence language model that has taken the world by storm. We explore some real world applications, risks, and ethical concerns surrounding the technology and discuss what is on everyone's mind in the legal community – are jobs in jeopardy?

In this episode, Jen Zegel, Justin Brown, and Ross Bruch discuss how technology can be both a burden and a useful resource for the modern family office, with special guest Chris Dickson of EY Family Office Advisory Services. We also cover pressing issues and best practices that every family office manager, founder, and beneficiary should know.