Client-Focused Estate Planning: Meeting Objectives
Client-Focused Estate Planning: Meeting Objectives

Client-Focused Estate Planning: Meeting Objectives

Bansri Savjani

29 min
Kids
Play

Description

<p>In the world of estate planning, one crucial factor stands out above all else:&nbsp;understanding and achieving the objectives of the client.&nbsp;&nbsp;On today’s episode our&nbsp;host&nbsp;<a href="https://maryvandenack.com/" rel="noopener noreferrer" target="_blank">Mary Vandenack</a>, CEO, Founder,&nbsp;and Managing Partner at&nbsp;<a href="https://vwtlawyers.com/" rel="noopener noreferrer" target="_blank">Vandenack Weaver&nbsp;LLC</a>,engages in thought-provoking conversations with&nbsp;Anne Burnett, founding partner&nbsp;at<a href="https://www.burnettwilsonlaw.com/" rel="noopener noreferrer" target="_blank">Burnett Wilson Law</a>&nbsp;to explore the concept of&nbsp;client-focused planning.&nbsp;&nbsp;Join us as we delve into&nbsp;the fundamental components of a comprehensive estate plan as well as&nbsp;real-life examples of how estate planning strategies change in response to dynamic family circumstances, such as the presence of a family business or the unique needs of a&nbsp;special needs&nbsp;child.</p><p>This is another Hurrdat Media Production.&nbsp;Hurrdat Media is a&nbsp;podcast network and&nbsp;digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to&nbsp;<a href="https://hurrdatmedia.com/network/" rel="noopener noreferrer" target="_blank">HurrdatMedia.com</a>&nbsp;or&nbsp;<a href="https://www.youtube.com/@hurrdatmedia_" rel="noopener noreferrer" target="_blank">Hurrdat Media YouTube</a>&nbsp;channel!</p><p>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.</p>

Uploader

marshallHill

marshallHill

Client-Focused Estate Planning: Meeting Objectives - Listen Free | WowFM