Trusted Advisor Podcast Series

Episode 42: leafplanner, Delaware, and Living within the Plan


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Rod Zeeb speaks with Josh Kanter as Josh dives into the world of modern estate planning, exploring how to build flexibility into your trusts so they evolve with your family’s changing needs. Josh breaks down strategies to create adaptable, resilient structures that protect your legacy and serve generations to come—because a trust should grow with your family, not hold it back.

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Trusted Advisor Podcast SeriesBy The Heritage Institute