Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors скачать в хорошем качестве

Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors

00:00 Introduction and session overview 03:10 Understanding family dynamics in estate planning 09:25 Communication strategies that build trust 18:40 Aligning estate plans with values and long-term goals 28:55 Practical takeaways for advisors Estate planning is about more than documents and tax strategies. It requires thoughtful communication, an understanding of family dynamics, and planning approaches that align with client values. In this webinar, attorneys Martin Shenkman and Sonia Muñoz Gallagher share practical guidance on building trust, navigating multigenerational planning conversations, and designing estate plans that support long-term goals. This webinar is designed for attorneys and advisors seeking client-centered estate planning strategies that emphasize clarity, flexibility, and empathy.