Note sull'episodio
In this episode of Facts Over Feelings on the 9Innings Podcast, the conversation reframes estate planning as preparation for life’s unexpected moments not just death.
The focus shifts to the documents that actually matter when things go wrong such as durable and medical power of attorney, highlighting that 60 to 70 percent of Americans still don’t have proper planning in place.
The episode also addresses the growing criticism from attorneys around the use of technology platforms, making it clear that these tools are not replacing legal professionals but expanding access for those who have been priced out for far too long.
The reality is simple. Technology and advisors are helping fill a massive gap, giving more families the ability to put something in place and avoid unnecessary chaos when it matters most.
The Problem of Inaccessibility (00:03:54)
Technology's Role in Estate Planning (00:05:46)
Collaboration, Not Competition (00:07:42)
A Final Call to Action (00:08:41)
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