Estate planning isn’t just about money; it’s about protecting assets, ensuring a smooth wealth transfer and shaping your legacy for future generations. Our guest on today’s episode challenges the status quo of estate planning, highlighting its importance and advocating for change.
Financial advisors often overlook estate planning due to challenges like complexity and client resistance. Technology can overcome these obstacles, making it more accessible and engaging.
Joining us today is Tim White, Co-Founder of Wealth.com, who emphasizes that estate planning is a crucial element of financial planning that shouldn’t be neglected. Regardless of wealth, estate planning holds value for families of all backgrounds. It helps secure their future and ensures their wishes are carried out. The traditional referral-based approach to estate planning can be inefficient. Wealth.com integrates technology into estate planning for a smoother, speedier experience for advisors and clients.
In this episode, you’ll learn critical concepts on:
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Disrupting the traditional referral-based approach
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Overcoming hurdles in promoting estate planning
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