Insights and strategies from experts to help advisors deliver smarter, more effective estate plans.
Founder of the Good Money Framework, Derek Kinney, shares stories from his career as a top financial advisor, illustrating the emotional connections and meaningful conversations around estate planning as legacy building.
Tackle the top questions financial advisors frequently receive from clients about estate planning.
Delve into the intricate world of estate planning with Cody Garrett, CFP, from Measure Twice Planners. Discover the pivotal role of an executor and the challenges they face in managing and distributing assets.
CPA and Retirement Tax Services founder Steven Jarvis joins the Wealth.com team to unpack the compliance, communication, and client service dynamics around tax planning.
In this special Q&A episode, Thomas and David tackle some of the most common and practical estate planning questions they get from clients.
Unpack the complexities of properly funding a trust: how to handle everything from bank accounts and investment accounts to business interests, private investments, and life insurance.
Thomas, Anne, and David break down one of the most complex but powerful tools in advanced estate planning: the dynasty trust and the Generation-Skipping Transfer tax.
Helping kids financially isn’t one-size-fits-all. Unpack the nuanced differences between gifting, loaning, and renting when supporting family, especially when it comes to housing.
Bust common estate planning myths and explore how technology is reshaping the planning experience.
In this episode of The Practical Planner, experts dive into the estate planning opportunities that arise during down markets.
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