Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
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Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
Episode 42: leafplanner, Delaware, and Living within the Plan
Trusted Advisor Podcast Series
2 months ago
Episode 42: leafplanner, Delaware, and Living within the Plan
Rod Zeeb speaks with Josh Kanter as Josh dives into the world of modern estate planning, exploring how to build flexibility into your trusts so they evolve with your family’s changing needs. Josh breaks down strategies to create adaptable, resilient structures that protect your legacy and serve generations to come—because a trust should grow with your family, not hold it back.
Trusted Advisor Podcast Series
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
