Podcast: Estate planning for all
Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect the people and causes that matter most to them. If you’ve got kids, if you own a home, if you’ve got retirement accounts, life insurance, or even just some heirlooms that you’d like to make sure end up in the right hands, estate planning is your friend.
In this episode of Future-Proof, I sit down with Patrick Carlson, associate general counsel for estate and tax product at Vanilla — that's a firm that’s helping professionals bring estate planning into the lives of everyday clients. Patrick and I explore how simple planning steps can bring peace of mind to everyday clients.
Carlson, who will be presenting at the MACPA’s 40th Annual Personal Financial Planning Conference on Oct. 28, shares practical ways to make estate planning accessible, meaningful, and essential for financial professionals. His message: Estate planning is not about doom and gloom — it’s about love, legacy, and making sure your wishes are honored.
Listen to our conversation here.
Don't miss our 40th annual PFP Conference
Are you ready to gain insights that will shape the future of financial planning? Join us on Oct. 28 for a transformative day filled with cutting-edge knowledge and invaluable networking opportunities. Get details and register here.