Here’s why technology is the new key to estate planning

Name: Here’s why technology is the new key to estate planning
Uploaded: 2024-10-30T16:48:41Z
Description: Danny Lohrfink, chief product officer & co-founder of Wealth.com, sits down with InvestmentNews anchor Gregg Greenberg to highlight ways advisors can use AI and other forms of technology for estate planning.

Danny Lohrfink, chief product officer & co-founder of Wealth.com, sits down with InvestmentNews anchor Gregg Greenberg to highlight ways advisors can use AI and other forms of technology for estate planning.