The Importance of Individualized Planning with a Team of Trusted Advisors

In this episode, an excerpt from a virtual happy hour event held on May 12,  Attorney Landon Hodges and Long-Term Care Planner Tammy Zilske discuss how and why it is important to have a team of trusted advisors when doing your estate planning. Because estate planning is never one-size-fits-all, it is important that each client includes other experts when doing their planning. In addition to an elder law attorney and/or long-term care planner (if necessary), this could include a financial advisor, insurance representative, and others as appropriate. Landon and Tammy talk about how they all work together with our team when doing individualized planning for each client.