The Digital Will Revolution “The Digital Will Revolution.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. Millennials are known as the disruption generation. Now they...
What’s in Your Creditor Protection Toolbox for Clients? “What’s in Your Creditor Protection Toolbox for Clients?” That’s the subject of this ACTEC Trust and Estate Talk podcast. Transcript/Show Notes This is Susan Snyder, ACTEC Fellow from Chicago. There are many...
Privileged Communication in Estate Planning and Advising “How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged.” That’s the subject on this ACTEC Trust and Estate podcast. Transcript/Show Notes This is Susan Snyder, ACTEC...
The Security of Clients’ Information and What Attorneys Need to Know “The Security of Clients’ Information and What Attorneys Need to Know.” That is the subject of this ACTEC Trust and Estate podcast. Transcript/Show Notes This is Susan Snyder, ACTEC fellow from...