235. Estate planning for all, with Patrick Carlson
Future-Proof · Bill Sheridan of MACPA
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Show Notes
Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect the people and causes that matter most. In this episode of Future-Proof, we sit down with Patrick Carlson, Associate General Counsel for Estate and Tax Product at Vanilla, to explore how simple planning steps can bring peace of mind to everyday clients.
Patrick, who’s presenting at the MACPA’s 40th Annual Personal Financial Planning Conference, shares practical ways to make estate planning accessible, meaningful, and essential for financial professionals. It’s not about doom and gloom — it’s about love, legacy, and making sure your wishes are honored.
Resources:
- MACPA 40th Annual Personal Financial Planning Conference Registration
- Patrick Carlson LinkedIn Profile