How To Fulfill Your Clients’ Deepest Estate Planning Needs with Julia Norman and Tom Deans
Do you know what’s keeping your clients up at night? For a lot of them, it’s the absence of an estate plan. In other words, what happens to their hard-earned wealth when they pass away?
In this episode, Duncan MacPherson speaks with Julia Norman, associate lawyer at Pushor Mitchell LLP, and Tom Deans, Ph.D., intergenerational wealth expert, speaker, and best-selling author of “Every Family’s Business” and “Willing Wisdom.” They explain how advisors can re-imagine estate planning for their clients to ensure a stress-free wealth transfer that minimizes future family conflicts.
Stream this episode by clicking here