Brent Weiss, Head of Financial Wellness at Facet, joins Thomas Kopelman and Anne Rhodes to bust common estate planning myths and explore how technology is reshaping the planning experience. They discuss why estate planning isn’t just for the wealthy, how friction and emotional weight often delay action, and how advisors can help clients overcome these barriers. From building connections with client's families to using digital platforms like Wealth.com, this episode offers practical insights to make estate planning more accessible, timely, and client-centered.
Published on 4 months, 3 weeks ago
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