In this conversation, Craig Stephens discusses the challenges of addressing the 'now what' factor in estate planning, the importance of collaboration with legal counsel, and best practices for multi-generational wealth planning. Craig advocates for designing plans that beneficiaries can actively engage with, fostering open communication and transparency. He also highlights the need for a mindset shift among advisors to embrace a more comprehensive view of client relationships, ultimately redefining success in estate planning beyond mere wealth accumulation.
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