Purposeful Planning Institute — Interview
The Collaborative Practice Revolution in Trusts & Estates Guest Speakers: Peter Johnson, PWJohnson Wealth ManagementNancy Ross, BSR Counseling ServicesVictoria Tran Sood, Tran Sood Law Firm Summary: A discussion around the benefits of the Collaborative Practice inter-disciplinary team approach, and how it can be applied to pre-mortem as well as post-mortem estate planning and settlement. The …