How can professional advisors help clients create an estate plan that allows them "to be the good they want to see in the world"? Being your client's "most trusted advisor" is "part of the DNA of being an estate planning attorney." Join us as estate planning attorney Cari Jackson Lewis and I discuss strategies for helping clients make the most of their estate plan and create a meaningful legacy. Hear how attorneys and other advisors create the "trusted team" for clients, provide tailored estate plans that meet legacy, financial, and tax goals now and in the future. Learn about the American College of Financial Services' CAP program too and how advisors can strengthen long term relationship with clients and their heirs. Join us for this latest episode of "Looking Forward. Giving Back."!