What if the most important part of your estate plan isn't the trust — it's the questionnaire? Derek sits down with Tom Flannagan, the estate attorney who inspired Who Gets What?, to explore his comprehensive approach to planning that starts with 14 pages of questions most attorneys never think to ask. They cover risk mitigation, tax strategy, and the surprising details that make a plan actually work, from digital assets to beach passes.
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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