In this episode of The Human Side of Wealth, the team tackles one of the most personal areas of finance: estate planning. Andrew, Rawson and Steve explain why everyone has an estate plan, whether it’s been created intentionally or not, and how thoughtful preparation can reduce cost, complexity and stress for loved ones.

The conversation covers foundational documents such as wills, revocable trusts, powers of attorney and health care directives, along with the importance of balancing flexibility and control for spouses and children. They discuss the risks of relying on outdated “I love you” wills, how proper titling and beneficiary designations can help avoid probate, and why revocable trusts are often used to protect privacy and ensure wishes are carried out as intended.

Listen now to understand how estate planning fits into a comprehensive financial strategy and why revisiting your plan as life events, laws and family dynamics change can make a meaningful difference for your family and legacy.