David Kaplan On How Willed is Disrupting Australia's Estate Planning Industry - CEO Today

Summary

The article illustrates David Kaplan's innovative approach to modernizing estate planning through the digital platform Willed, addressing financial planning challenges related to estate and taxation issues in Australia, akin to those in the UK and US. Tags like 'Estate planning' and 'Taxation' reflect this focus, linking back to Kaplan's goal of simplifying end-of-life financial planning.