Planning & Beyond® 15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily Rassam
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In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at Archer Investment Management to talk about the importance of estate planning and the emotional intricacies involved in discussing mortality with loved ones. Emily emphasizes the need to go beyond the basic estate planning documents and how advisors can help encourage clients to create a system of organization and accessibility of important information. Check out this conversation where we dive into:
• Discussing mortality and the importance of estate planning
• Moving beyond mere documents to a comprehensive estate plan
• Strategies for engaging younger families in estate planning
• Handling complex dynamics in blended families
• Encouraging conversations between clients and their parents about estate planning
Learn how to transform challenging client discussions into meaningful legacy planning opportunities!
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