This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

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

Comments/Reflections