#36 The Importance of the Right Fiduciary with Suma Nair.

Suma Nair has spent more than two decades helping families navigate the most important and most avoided conversations around wealth: what happens to it, who controls it, and who's left to carry it out. As a former practicing estate attorney, and now owner of SVN Solutions, and President of the Boston Bar Association,she's reviewed and drafted thousands of estate plans, served as trustee on 250 trusts, and seen firsthand what separates a plan that protects a family from one that tears it apart.In this episode, Brett and Chris sit down with Suma to break down the real mechanics of estate planning: why so many plans get written and then forgotten, the difference between a will and a trust, how a durable power of attorney can go wrong, and the three questions every family should answer before they ever meet with a lawyer. Suma also opens up about choosing the right fiduciary, why trusteeship is far more work than most people realize, and why she sees a growing gap in fiduciary expertise that families urgently need to close.Email: [email protected] to you by 32Q, LLC