On this episode of Counting Capital, we talk with estate-planning attorney and Albrecht & Barney partner Anson Cain about how proactive planning can help families manage wealth transfer, taxes, philanthropy, and legacy goals. He explains core estate documents, advanced trust strategies, and California-specific issues like property tax changes and out-of-state trust planning. The conversation also covers family communication, trustee selection, flexibility tools like trust protectors, and why getting organized early can reduce conflict and preserve more wealth for the next generation.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.