Lessons from celebrity-estate planning cases for advisors.
Dead Celebrity Podcast: Robert Mugabe and Overcoming Fear of Estate PlanningDead Celebrity Podcast: Robert Mugabe and Overcoming Fear of Estate Planning
Former Zimbabwe President Robert Mugabe spent his life inspiring fear in others but was unable to overcome his own fear of estate planning.
Brought to you by FS Investments
There is a special kind of fear that estate planning brings out in many people. As an advisor, how will you help your clients move past this fear enough to do thorough estate planning?
In this episode, WealthManagement.com’s senior editor, David Lenok, is joined again by Jacqueline Bevilaqua of Katsky Korins to discuss how advisors can help clients push through their estate-planning fears. Together, they draw from the story of Robert Mugabe, former president of Zimbabwe, who spent his life inspiring fear in others but was unable to overcome his own fear of estate planning. This conversation recommends approaches for advisors to take with fearful clients and advice for overcoming your own estate-planning anxiety.
In this episode, you will learn:
How fear can impact an estate
Which aspects of estate planning tend to feel the most intimidating
What actions you can take to support and guide anxious clients
How to preserve relationships in a blended family after death
And more!
Robert Mugabe
Tune in now and learn ways to support clients who are fearful of estate planning.
Listen to the podcast
Browse more episodes in this podcast series. ...
