Nov 18, 2022
How do we dispel the notion that estate planning is a one-time, single-document endeavor? How can we effectively serve clients who have no immediate estate planning drafting need, especially when the billable hour model may discourage the entire process?
Griffin Bridgers is an attorney, educator, and thought leader in the estate planning, tax, and wealth management spaces. Griffin is the owner of Bridgers Wealth Strategies and practices law part-time in Colorado. He joins us to detail all the ways that estate planning goes beyond the typical documents, and the myriad issues that clients need to address beyond the standard documents.
We cover many of the non-probate assets that need attention,
beneficiary designations that need to be set, digital assets, trust
funding, and potential liquidity issues after a loved one
passes.
Estate management is a team effort. An attorney likely only sees a
sliver of a client's needs and situation, so other advisors need to
be involved with the various client needs covered in a complete
estate plan.
Contact Griffin at griffin.bridgers@gmail.com, or find him online at https://hutchinslaw.com/, on LinkedIn at https://www.linkedin.com/in/griffin-bridgers-a4a26a15/, or on YouTube at https://www.youtube.com/channel/UCRaGK2J72zXDvLLcy2aPl-w.
We hope you'll join us each week, so hit that follow button, and if you have any questions, feedback, or ideas for topics, please reach out via social or email. We'd love to hear from you.
Contact John at john@strohmeyerlaw.com or via social. Visit https://www.strohmeyerlaw.com/houston-professional-advisors for more info about how John works with advisors like you.