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235. Estate planning for all, with Patrick Carlson

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Manage episode 513445789 series 2416589
Content provided by Bill Sheridan of MACPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Sheridan of MACPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect the people and causes that matter most. In this episode of Future-Proof, we sit down with Patrick Carlson, Associate General Counsel for Estate and Tax Product at Vanilla, to explore how simple planning steps can bring peace of mind to everyday clients.

Patrick, who’s presenting at the MACPA’s 40th Annual Personal Financial Planning Conference, shares practical ways to make estate planning accessible, meaningful, and essential for financial professionals. It’s not about doom and gloom — it’s about love, legacy, and making sure your wishes are honored.

Resources:


  continue reading

200 episodes

Artwork
iconShare
 
Manage episode 513445789 series 2416589
Content provided by Bill Sheridan of MACPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Sheridan of MACPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect the people and causes that matter most. In this episode of Future-Proof, we sit down with Patrick Carlson, Associate General Counsel for Estate and Tax Product at Vanilla, to explore how simple planning steps can bring peace of mind to everyday clients.

Patrick, who’s presenting at the MACPA’s 40th Annual Personal Financial Planning Conference, shares practical ways to make estate planning accessible, meaningful, and essential for financial professionals. It’s not about doom and gloom — it’s about love, legacy, and making sure your wishes are honored.

Resources:


  continue reading

200 episodes

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