EPISODE 2: Estate Planning & the Great Shift

from Trusted Advisor Podcast Series · host Lori Coonen

Rod Zeeb talks with estate planning attorney David York about the shift that has been taking place in estate planning, where understanding and identifying what matters most to the client takes center stage.

Episode metadata supplied by the publisher feed · Published Dec 1, 2021

Embed this episode

Attribution link and audio player

NOW PLAYING

EPISODE 2: Estate Planning & the Great Shift

0:00 32:00:00

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Trusted Advisor Podcast Series?

This episode is 32 hours and 0 minutes long.

When was this Trusted Advisor Podcast Series episode published?

This episode was published on December 1, 2021.

Can I download this Trusted Advisor Podcast Series episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!