Three Logan Square
1717 Arch Street, 5th Floor Philadelphia, PA 19103
215.568.2000 | Fax: 215.568.0140
www.Kleinbard.com
Three Logan Square
1717 Arch Street, 5th Floor Philadelphia, PA 19103
215.568.2000
July 20, 2021
In this episode of The Digital Planning Podcast, Jen, Ross, and Justin speak with Trust & Will Founder and CEO Cody Barbo on Trust & Will’s solution to estate planning, along with the future of electronic wills….More
May 28, 2021
Like many practices, the probate process has been reshaped as a result of the pandemic. In this episode of The Digital Planning Podcast Jen, Ross, and Justin speak with Lisa Grayson, the Register of Wills…More
April 13, 2021
In this episode of The Digital Planning Podcast, Jen, Ross, and Justin speak with Ed Zabar, founder and CEO of Verify-y, to discuss digital identity and his solution to identity and credential verification. The Digital…More
March 12, 2021
In the latest episode of the Digital Planning Podcast, Jen, Ross, and Justin continue their conversation with Pamela Morgan to discuss the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder…More
February 23, 2021
In the latest episode of the Digital Planning Podcast, Jen, Ross, and Justin speak with Pamela Morgan to discuss the intersection of cryptocurrency, estate planning, crypto-security, and the taxation of cryptocurrency. Pamela is founder of…More
