Instructor
Bill Sheridan is a knowledge hunter, content curator and lifelong learner. As chief communications officer for the Maryland Association of CPAs, he created and co-authors the association’s acclaimed blog; he created and hosts the MACPA’s weekly “Future-Proof” podcast; and he manages the association’s member communications and numerous social networks. He was named one of Accounting Today’s “100 Most Influential People in Accounting” for 2016.
Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect the people and causes that matter most. In this episode of Future-Proof, we sit down with Patrick Carlson, Associate General Counsel for Estate and Tax Product at Vanilla, to explore how simple planning steps can bring peace of mind to everyday clients.
Patrick shares practical ways to make estate planning accessible, meaningful, and essential for financial professionals. It’s not about doom and gloom — it’s about love, legacy, and making sure your wishes are honored.
Please be sure to listen to the podcast before accessing the on demand course for CPE.
LISTEN HERE: Ep. #235 - Estate planning for all, with Patrick Carlson
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