For grim reasons, the estate planning business boomed during the early days of the pandemic. Access demanded a completely digital approach that allowed for highly informed decision making and legally binding documentation. But there is another barrier that needs to be broken- the notion that Wills and Planning are only for wealthy people. This week, we talk about what problems this creates, and speak with Cody Barbo, CEO of Trust&Will about his ideas around a solution.
Guest: Cody Barbo, CEO, Trust & Will
Hosts: Monique Ruff-Bell, Event Director, Money20/20 USA
Rachel Morrissey, Content Producer, Money20/20
Producers: Roland Bodenham, Senior Video Editor, Ascential
Rachel Morrissey, Content Producer, Money20/20
Additional Information on the need to protect generational property rights and how minorities are particularly vulnerable: https://features.propublica.org/black-land-loss/heirs-property-rights-why-black-families-lose-land-south/
https://www.youtube.com/watch?v=ls3P_FicO7I
https://scholarship.law.tamu.edu/cgi/viewcontent.cgi?referer=https://www.google.com/&httpsredir=1&article=1784&context=facscholar
Follow us on LinkedIn