Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46)

SMART MONEY. SIMPLIFIED.
19/07/2023 39 min
Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46)

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Episode Synopsis

Estate planning has changed over the years, from writing client information on paper and filing it to sending emails and having meetings online.  Artificial intelligence (AI) is looking to take the next step in estate planning and change how the next generation will interact with their estate planners. In this episode, Brent Mekosh speaks with …

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