Most people spend thousands creating an estate plan, only to hide it in a drawer and never talk about it again. But what if the most powerful part of your plan isn’t the documents? It’s the conversations that come after.
In this episode, Brady Fineske, CFP®, welcomes Donald Scott, Director of Estate Planning at TFO Wealth Partners and Director and Vice President of TFO Trust Company. Together, they explore how to approach your estate plan with clarity, flexibility, and purpose, whether you’re updating an old binder or building a family legacy from scratch.
Brady and Donald discuss:
- The three essential questions every estate plan should answer
- How lifetime trusts can protect your children without limiting them
- Why equal isn’t always fair when it comes to inheritance
- How family meetings can prevent future conflict and misinterpretation
- And more
