Heather Zack

Heather Zack, an attorney and financial planner specializing in estate planning for all wealth levels, shares crucial insights into estate planning. She demystifies the importance of wills and trusts, highlighting their significance even for those with modest assets. The discussion also tackles common pitfalls, the legitimacy of DIY estate planning websites, and the unique concerns faced by women in securing their families’ futures. Listeners learn about the value of revisiting estate plans during life changes and the power of effective family communication regarding financial matters.