On November 6, 2025. Keonne Rodriguez, the co-founder of the cryptocurrency mixer Samourai Wallet, was sentenced for to 60 months in federal prison for the crime of conspiring to operate an unlicensed money-transmitting...

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).

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.

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.

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.

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.

On July 7, 2021 Fannie Mae and Freddie Mac announced new uniform notes, security instruments and riders. Lenders may begin using the new instruments immediately (Fannie Mae) or for loans originated on ...

FinCEN and federal banking regulators have issued new guidance clarifying that financial institutions may use verifiable digital credentials, including state-issued mobile driver's licenses, to verify customer identities under the Customer Identification Program Rule. The guidance confirms that existing CIP frameworks are technologically neutral and can accommodate digital forms of identification while maintaining the same authentication standards.

The U.S. Department of Housing and Urban Development (HUD) recently announced the 2026 loan limits for FHA insured forward mortgage loans and FHA...

Tom Vartanian is a former federal banking regulator and law professor. In Part I of this two-part podcast, we discuss the government policies that have contributed to or caused the financial crises faced by the...

With the deadline for revising the Health Insurance Portability and Accountability Act of 1996 (HIPAA)...

The Department of Labor (DOL) published new processing times for PERM, Labor Certification applications, and their audit reviews. DOL also published new processing times...

Legal experts from Ballard Spahr examine how artificial intelligence-powered shopping tools are reshaping the retail landscape and creating new legal challenges for both consumers and brands. The analysis identifies critical legal issues companies must navigate and provides strategic recommendations for adapting to this rapidly evolving AI-driven commerce environment.

On June 4, 2025, the Digital Advertising Alliance ("DAA"), the self-regulatory body that sets and enforces privacy standards for digital advertising...

On October 13, 2025, California Governor Gavin Newsom vetoed S.B. 7, which would have required human oversight in certain types of employment decisions...

On September 23, 2025, the California Privacy Protection Agency (CPPA) announced the approval of final regulations under the California Consumer Privacy Act (CCPA) covering cybersecurity audits...

Pennsylvania Governor Josh Shapiro's Executive Order introduces new regulations for data center development, establishing requirements for energy affordability, community engagement, and environmental protection while granting municipalities increased authority over local projects. The order presents unique challenges for developers as most local codes lack provisions for data centers, a relatively new land use category that has emerged only in recent years.

Ordinances recently passed laws in Seattle and Olympia (and in some smaller jurisdictions) require rental property owners to register their rental units with certain local authorities.

Colorado's Department of Law has released draft rules for its amended AI Act, establishing critical compliance frameworks for automated decision-making technology and conversational AI services. The rules address key implementation questions for both deployers and developers, with broader policy implications extending beyond CCPA-exempted data sets. Public stakeholders now have the opportunity to shape these regulations through formal comments before the October hearing.

COVID-19 dramatically impacted the values of many properties, particularly in the hospitality sector. Washington law provides property tax relief where a disaster, such as the COVID-19 pandemic