EPISODE · Sep 7, 2025
Episode 42: leafplanner, Delaware, and Living within the Plan
from Trusted Advisor Podcast Series · host Lori Coonen
Rod Zeeb speaks with Josh Kanter as Josh dives into the world of modern estate planning, exploring how to build flexibility into your trusts so they evolve with your family’s changing needs. Josh breaks down strategies to create adaptable, resilient structures that protect your legacy and serve generations to come—because a trust should grow with your family, not hold it back.
Embed this episode
NOW PLAYING
Episode 42: leafplanner, Delaware, and Living within the Plan
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.