Bond&Devick's Beyond the Numbers Podcast

The What, Why, and How to Essential Estate Planning

Kristine

In this episode, RJ Devick, CEO and Partner with Bond&Devick is joined by Jenny Colich, an Estate Planning Attorney from Dorsey Whitney Law Firm. Together, they discuss the critical role estate planning plays in comprehensive financial planning strategies. Learn the what, why, and how of building essential estate plans, and understand how expert attorney partnerships help navigate even the most complex client needs. Whether you're new to estate planning or refining existing plans, this episode is packed with actionable insights for protecting your legacy.