• Estate Planning: From Checkbox to Cornerstone

  • Feb 7 2025
  • Length: 6 mins
  • Podcast

Estate Planning: From Checkbox to Cornerstone

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  • Summary

  • In this week's Follow Up Friday, Amber Kuhn highlights why estate planning often becomes a mere checkbox for financial advisors despite its critical importance. On Monday, Micah shared his successful approach of making estate planning the first priority with new clients, emphasizing the value of supporting clients throughout the entire process rather than simply directing them to an attorney. He and Matt stressed the importance of advisors experiencing estate planning firsthand, demonstrating how personal experience can help advisors better relate to and guide their clients.

    Resources in today's episode:

    - Episode Website
    - A Trust Will Solve All My Problems… [Episode 294]
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