In The Slipstream

Episode 38 - Estate Planning with Brant Dillon

Informações:

Sinopsis

  Estate Planning with Brant Dillon Show Notes In this episode we talk with Brant Dillon of The Legal Hub about estate planning. Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning. Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitation role along with some interesting tips about applying this in practice. Brant Dillon’s contact details are Email: brant@realservices.com.au Phone: 0438 182 267 Web: www.thelegalhub.com.au Linked In: www.linkedin.com/in/brant-dillon-b579a414/ Scott Charlton’s contact details are: Email: scott@slipstreamcoaching.com.au Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au Twitter: ScottCharlton1 Linked In: www.linkedin.com/in/scottcharlton Exclusive offer from Fuseworks - Find out how FuseWorks can help you to work smarter FuseWorks create smart solutions for accountants and financial planners to help you tur