Fiduciary Financial Planning: Estate Planning

Join Scott Levin as he guides this whiteboard roundtable on estate planning as a core part of the financial planning engagement. The conversation will tackle best practices and the tech that supports them, and frame it around where your clients actually are in life.

The discussion will work through three lenses:

• Early Stage / Emerging Wealth – Getting the basics right: documents, beneficiaries, and setting the foundation.
• Mid-Life / Growing Wealth – Trusts, tax planning, and making estate planning part of the bigger picture.
• Pre-Retirement & Beyond / High Net Worth – Complex transfers, charitable strategies, and legacy planning.

Bring your wins, your challenges, and your go-to tools. This one's built for open conversation.