Foundational Estate Planning Series
Client Focused Estate Planning
September 26, 2023
In the world of estate planning, one crucial factor stands out above all else: understanding and achieving the objectives of the client. On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in thought-provoking conversations with Anne Burnett, founding partner at Burnett Wilson Law to explore the concept of client-focused planning. Join us as we delve into the fundamental components of a comprehensive estate plan as well as real-life examples of how estate planning strategies change in response to dynamic family circumstances, such as the presence of a family business or the unique needs of a special needs child.
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