In this episode: Rod Zeeb tackles the age-old question that advisors regularly deal with when it comes to issues of inheritance and philanthropy: How much is enough to give the children? The answer, of course, begins with the phrase, “It depends!”
Length: 7 minutes
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
In this episode: Rod Zeeb talks with Randy Fox, who is a wealth strategist, philanthropic estate planner, educator, and speaker, about the importance of effective professional collaboration.
Length: 22 minutes
Contact Randy Fox: E-Mail Randy at: randyafox1@gmail.com, and visit his website: https://www.twohawksconsulting.com