Estate Planning Isn’t Done When You Sign the Papers with Brad Repinsky (Ep. 97)

Many people assume their estate planning is “done” once the documents are signed, but that’s actually only the beginning. This conversation explores what actually happens when financial, tax, and estate planning are all aligned. In this episode, Robert Curtiss sits down with Brad Repinsky to break down how integrating financial planning, estate planning, and tax strategy can help create a more coordinated decision making for families over time. Key takeaways: Why a clear net worth snapshot can uncover gaps in your current plan How account titling and beneficiary designations can override estate documents What “estate ease” means and why it matters for your family When strategies like QCDs and Roth conversions may help manage taxes How to think about wealth transfer across generations in a more intentional way And more! Resources: Educational videos (bottom of the page) Connect with Brad Repinsky: LinkedIn: Brad Repinsky LinkedIn: Signature Estate & Investment Advisors, LLC Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Brad Repinsky is the Director of Estate, Tax, and Financial Planning at Signature Estate and Investment Advisors. With over 20 years of experience, including roles at Goldman Sachs and Fidelity, Brad specializes in helping high-net-worth and ultra-high-net-worth families navigate complex planning decisions. As a former attorney, he brings a unique perspective to integrating estate planning, tax strategy, and wealth management to help clients create clarity, efficiency, and long-term alignment with their goals.