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9: Jean Blacklock’s 7-Step Approach to Estate Planning
Manage episode 436859581 series 3593452
Contenuto fornito da Andrew Auerbach and Jean Blacklock. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Andrew Auerbach and Jean Blacklock o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Jean Blacklock sits down with Andrew Auerbach to share the journey of writing her latest book, From the Heart: Bringing Your Full Self to Estate Planning. Jean delves into the meticulous process behind the book's creation, offering insights into the 7-step framework that guides her approach. This discussion unveils how her unique method integrates relational principles with the technicalities of estate planning, providing a comprehensive guide for those looking to navigate the emotional and legal complexities of legacy planning.
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