))
Estate Planning Collaboration
Manage episode 373138987 series 3486023
Content provided by Morton Brown Family Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morton Brown Family Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
As financial advisors, Dennis and Katie value their roles as collaborators with clients and as members of a client's professional team. They specifically examine estate planning and their perspective on representing the “human side” of what can seem like a technical, jargon-filled process. Additionally, Dennis and Katie cover some estate planning basics, common misconceptions, and the best approach to building a well-funded life that can be passed on to the next generation.
Connect with Katie & Dennis:
- Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
- Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
- Subscribe for more: https://www.mortonbrownfw.com/subscribe/
- Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
34 episodes
Share
