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Digital Estate Planning: More Than a Lifeline Logo aicpa

  Steven G. Siegel, JD, LLM |   Free |   AICPA |   23 Sep 2015 |   AICPA Insights

The best way to preserve your clients’ legacies is to make sure all details are completely documented. This article walks the importance of the digital estate plan and some of the key elements to include.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate