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EPISODE 2: Estate Planning & the Great Shift
November 30, 2021
Lori Coonen
EPISODE 2: Estate Planning & the Great Shift
Lori Coonen
November 30, 2021

EPISODE 2: Estate Planning & the Great Shift

Lori Coonen
November 30, 2021

In this episode: Rod Zeeb talks with estate planning attorney David York about the shift that has been taking place in estate planning, where understanding and identifying what matters most to the client takes center stage.

Length: 32 minutes

Contact David York: E-Mail David at: David@yorkhowell.com, and visit him on the web @ www.yorkhowell.com

Newer PostEPISODE 3: How Much Is Enough?
Older PostEPISODE 1: Collaboration
 

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