Episode 20 – Estate Planning as a Team Sport (Part 1)

from Into the Woods · host Woods Oviatt Gilman

In Part 1 of their teamwork series, Dave Shaffer and Hannah Cannon discuss why estate planning requires collaboration between lawyers, financial advisors, and insurance agents—plus a cautionary case about the cost of failing to coordinate.

Episode metadata supplied by the publisher feed · Published Feb 17, 2026

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Episode 20 – Estate Planning as a Team Sport (Part 1)

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