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S7E15 Collaborative Estates with Zinta Harris
Financial advisers - you've spent your entire working relationship with your clients helping them build their wealth.
How prepared are you to help them make sure it passes to the next generation/s, without triggering the next War of the Roses?
In this week's episode, Jordan and Nathan explore one of the alternatives to the 'traditional' view of estate planning and disputes; 'interdisciplinary collaborations'.
This method, familiar to regular listeners from Jordan discussing it on the divorce side, is a powerful way to help family's properly plan how their estate will play out, minimising…
The skinny
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