The WealthStack Podcast

Apr 26, 2024

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The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell

Is estate planning the next frontier of wealth management? Estate planning solutions are becoming steadily more popular with advisors, especially those seeking to differentiate their services. As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors. By using estate planning tools, advisors can offer a holistic approach to wealth management, addressing not only investment strategies but also the essential aspects of estate distribution and tax implications.

 

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Gene Farrell, CEO of Vanilla, about the emerging trends in estate planning and why it’s becoming a critical part of wealth management.

 

Shannon and Gene also discuss:

• Why estate planning is becoming a differentiator for financial advisors
• The biggest misconceptions around estate planning
• Why the great wealth transfer is driving technological changes
• The impact AI is having on estate planning software

Listen here: The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell

[Shannon Rosic, TheWealthStack Podcast]