The post Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.

Come on in and sit back and relax. You’re listening to Episode 201 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is one of the […]

The post Ep. 201: The Evolution of Estate Planning: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.