Estate planning is more than trusts and documents. It's about people, values, and the future. In this episode, Derek shares the unexpected lessons from a career of guiding families through wealth transitions. What makes a good trustee? When should you talk to your beneficiaries? And what happens when the plan looks perfect on paper but the people aren't ready? Derek explores the real responsibilities of a fiduciary, the rise of incentive and wellbeing trusts, and why the conversations you have today matter more than the provisions you sign.
Learn more about Who Gets What?: https://whogetswhat.fm/
This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.
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