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Estate Planning Data Management

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
BakerHostetler

[Podcast] Legacy Management – Creating Tailwinds for the Successful Family

BakerHostetler on

Partner Jon Forster and Of Counsel John DeStefano will discuss legacy management and how to optimize client outcomes for successful families by using artificial intelligence and BakerHostetler’s fintech application, FinClar....more

Troutman Pepper Locke

Interview With Ayesha Minhaj, Google - Digital Planning Podcast

Troutman Pepper Locke on

Listen to our digital planning podcast and learn about all things “digital” as to estate planning, business planning, and estate administration. Your hosts — attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide...more

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