The Heritage Institute

View Original

EPISODE 2: Estate Planning & the Great Shift

Your browser doesn't support HTML5 audio

ESTATE PLANNING & THE GREAT SHIFT: AN INTERVIEW WITH DAVID YORK Rod Zeeb & David York

In this episode: Rod Zeeb talks with estate planning attorney David York about the shift that has been taking place in estate planning, where understanding and identifying what matters most to the client takes center stage.

Length: 32 minutes

Contact David York: E-Mail David at: David@yorkhowell.com, and visit him on the web @ www.yorkhowell.com