Estate Planning with Paul and Rob

Did you know the average person revises their estate plan 3–5 times before they pass away? In this conversation, wealth manager Paul and Rob break down what it actually looks like to build (and maintain) an estate plan that works — from the first client intake all the way through probate. They cover how a financial advisor and an estate attorney work together behind the scenes, the life events that force people to revisit their plans, and what happens when someone passes away without the right pieces in place.