CFP-EST: Advanced Trust Strategies for High-Net-Worth Estate Planning | VoraPrep Audio

Welcome to VoraPrep Audio. Today we're covering a topic you'll see in your prep and in practice. It's high-net-worth estate planning. We'll focus on why a simple will isn't enough when dealing with large estates. Picture a client. Let's call her Eleanor. She's 68, with a net worth of about 25 million dollars. It's mostly tied up in real estate and her business. She has a will, and it says everythi Study hands-free — listen to the full lesson and thousands of practice questions with an AI tutor at https://voraprep.com/audio/cfp-cfp-es... VoraPrep is a full exam-prep app — lessons, practice questions, and an AI tutor. Get started at https://voraprep.com #CFP #ExamPrep #VoraPrep