Trailer: Wise Counsel: Effective Financial and Estate Planning
From Wise Counsel: Effective Financial and Estate Planning · 00:00:58
Show by Jay Franz
Welcome to Wise Counsel: Effective Financial and Estate Planning, a podcast featuring insights based on the experience and perspective of estate planning attorney Jay Franz. Estate planning is often something people know they should address, but it is easy to delay. Thoughtful planning can make a meaningful difference for families, business owners, and the professionals who advise them. In this podcast, we explore practical topics related to estate planning, probate, trusts, elder care planning, and financial strategies. Each episode breaks down important concepts in a straightforward way, including tax considerations, family communication, and maintaining an effective estate plan over time. The goal is to make important planning concepts easy to understand and actionable for both individuals and financial professionals who guide them.
More episodes of Wise Counsel: Effective Financial and Estate Planning
More episodes
- Funding Your Trust: The Step Estate Plans Often Miss
- What Happens When an Estate Plan Is Never Updated?
- Lessons From Real-World Estate Planning Cases
- Charitable Giving and Philanthropy Planning
- Updating Your Estate Plan: Why Once Isn’t Enough
- Medicaid and Elder Care Planning Essentials
- Estate Planning for Families with Complex Assets
- Communicating Estate Plans With Families
- The Role of Professional Trustees vs Family Members
- The Importance of Starting Estate Planning Early
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