EPISODE 41: Beneficiary Well-Being Trust Provisions Beyond the 2024 Delaware Trust Act

In this episode: What’s a “Beneficiary Well-Being Trust”—and why does it matter to your family’s future? Join Rod Zeeb and estate planning attorney Howard Neiswender for a deep dive into one of the most intriguing innovations in trust law: the “Beneficiary Well-Being Trust” introduced in the 2024 Delaware Trust Act. Discover how these flexible, purpose-driven structures are reshaping the way families—whether comfortably affluent or ultra-high-net-worth—can align wealth with values, promote beneficiary growth, and create long-term family unity. You’ll also hear how the core ideas can be applied far beyond Delaware, using trusts, family banks, and other entities across a variety of jurisdictions.

Length: 25 minutes

EPISODE 40: Closing the Gap Between Attorneys and Advisors

In this episode: Rod Zeeb speaks with Matthew Jarvis about the importance of collaboration between financial advisors and estate planning attorneys to ensure clients' estate documents align with their wishes. Learn about the key factors that clients take into consideration when choosing professionals to work with and strategies to encourage clients to take action on estate planning to avoid complications in the future.

Length: 29 minutes

EPISODE 35: Why is it Important to Know Your Purpose in Business and Family?

In this episode: How do you find your Focus? Rod and Tammi Brannan of Blueprint Process, discuss how you can find your Purpose, which is your reason for being here. Once you know that, you're motivated to select only those projects and relationships that help you fulfill that reason. Focus is then naturally achieved and on point for you, your people, and God.

Length: 22 minutes

EPISODE 34: Cultivate Family Stewardship To Build Transgenerational Family Success

In this episode: To sustain a legacy of transgenerational success requires a focus on the family side of the family wealth equation. Conventional wisdom says that family governance is the way to do that. In this episode, Thomasina Williams, Founder of Sankofa Legacy Advisors, shares a leadership development approach for going beyond family governance to build a Connected & Capable Family™ of engaged stewards of both a family's financial and non-financial resources.

Length: 43 minutes

EPISODE 32: The Family Owner's Manual: What is it and how can I create one?

In this episode: Are your Clients’ families prepared if they lose the ‘recordkeeper’ of the family? Whether that is the family patriarch, another family member, or trusted professional, Rod speaks with Josh Kanter of leafplanner on how to create a leafplan to apply a family office lens to the collection, organization, and mapping of a family’s and family enterprise’s information in a single-source manner, allowing a family to identify blind spots, take proactive and corrective actions, educate family members and advisors, and prepare a family for an effective, comprehensive, and efficient succession-of-information.

 Length: 32 minutes

IF YOU WANT TO LEARN MORE, CHECK OUT OUR LATEST EXPAND YOUR PRACTICE SESSION WITH JOSH KANTER HERE

EPISODE 31: Positive Psychology: Finding the Balance When Working With Families

In this episode: Exciting changes are afoot in the field of family wealth advising! Instead of focusing on the negative behaviors that lead to the dissipation of assets and degradation of family relationships, we are now being called on to emphasize the client’s strengths and focus on constructive behaviors and conversations to help them thrive. Join Rod as he discusses this topic with Marlis Jansen, a licensed therapist and wealth dynamics coach who, through her firm Graddha LLC, serves ultra high net worth individuals, couples, families and family offices.

Length: 29 minutes

EPISODE 30: The Relevance of Precious Metals and Numismatics as Strategic Assets

In this episode: Rod Zeeb and Donald Dee of Rare Coins of New Hampshire, discuss how precious metals and numismatic coins are considered safe havens in the investment world as they provide an effective hedge and help to mitigate losses when financial investment vehicles falter or fail. Given the current economic environment, precious metals and numismatic markets are now providing robust returns and are of great appeal to many investors. However, investors must be aware that all precious metals and numismatic firms are not created equally and must choose firms wisely.

Length: 25 minutes

 

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