"Do I Need a Will?" — with Brittany Boma, Estate Planning Attorney & Financial Advisor

In this segment, Geil Thompson sits down with Brittany Boma — Chief Compliance Officer and Principal at Joseph Wealth Management, and an attorney with a background in estate planning — to answer one of the most common questions clients ask: Do I actually need a will?

Brittany brings a rare dual perspective to the conversation, combining legal expertise in estate matters with hands-on experience in financial planning and wealth management. In this discussion, she breaks down the basics of estate planning, who actually needs a will (hint: more people than you'd think), what happens if you don't have one, and how a well-structured estate plan fits into your broader financial picture.

Whether you're just starting to think about your estate or  ...