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The Practical Planner Ep. 2: Foundational Estate Planning Documents

October 12, 2023
1 min read

There are several key estate planning documents every financial advisor should understand and be able to discuss with their clients. This can be daunting because documents are often referred to by different names and there are specific nuances associated with each document that affect how they work.

In this episode of The Practical Planner, Anne & Thomas break down the functionality and benefit of foundational documents in estate planning — giving advisors the knowledge they need to confidently approach estate planning with their clients.

Watch below or stream wherever you get your podcasts:

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