When to Make an Estate Plan (It’s Now)
Planning for your death or incapacity may not be fun, but the impact of a thoughtful estate plan can be more powerful than many of us imagine. Join guest host Scott Winter and seasoned estate planning attorney Randy Grove and institutional trustee & investment manager Brett Bryant as they unpack how a financial legacy can memorialize your values, inspire others toward generosity, and promote peace during a disorienting time for the people you love.
Scott Winter: https://www.winterwealthmanagement.com/team/scott-winter
Randy Grove: https://www.landerholm.com/t-randall-grove
Brett Bryant: https://www.midwesttrust.com/people/brett-bryant/
This podcast is for informational purposes only. The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies may be appropriate for you, consult your financial, legal, or tax professional. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer, member FINRA/SIPC. The opinions expressed by guests are their own and do not necessarily reflect the views of LPL Financial or Winter Wealth Management, LLC.
