"When families fail to plan, they plan to fail. Estate planning isn’t just about documents—it’s about preserving peace."
In this episode of Envision More, Wayne Wagner Jr. is joined by Chris Young, a veteran estate planning attorney with over 30 years of experience. As a partner at Archer & Greiner, Chris has worked on complex, high-net-worth cases, helping families navigate the intricacies of wealth transfer and legacy planning.
The conversation goes beyond the essential documents everyone needs and explores the often-overlooked nuances of trusts. Chris shares gripping stories of real-life cases that illustrate the value of thoughtful planning, including avoiding elder abuse, protecting children from financial pitfalls, and navigating sensitive family dynamics.
Wayne and Chris also tackle trending topics like the role of AI in estate planning, the importance of intergenerational conversations, and the challenges faced by family businesses. With actionable advice and engaging anecdotes, this episode is packed with wisdom for anyone seeking to safeguard their legacy.
Whether you're starting from scratch or revisiting your estate plan, this conversation will leave you better equipped to make confident decisions for your family’s future.
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
