Season 1 · Episode 6
Key Estate Planning Terms To Know
The Practical Planner · wealth.com
December 19, 202331m 23s
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Show Notes
There are a lot of confusing Estate Planning terms, and many of the available resources for understanding this nomenclature aren’t straightforward for financial advisors.
In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman walk through a list of the main common terms financial advisors should know when it comes to Estate Planning and provide contextual examples of how those terms apply to client situations.
Find other episodes of The Practical Planner at wealth.com/podcast