Episode 42: leafplanner, Delaware, and Living within the Plan episode artwork

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.

Episode metadata supplied by the publisher feed · Published Sep 7, 2025

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Episode 42: leafplanner, Delaware, and Living within the Plan

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