Estate Planning Expert Series: Where Estate, Tax, & Wealth Planning Meet
Автор: Trust & Will
Загружено: 2025-12-11
Просмотров: 12
💡 Estate planning becomes even more powerful when it’s supported by a truly integrated advice model — one that connects financial planning, tax strategy, and long-term legacy conversations.
For Tim and Alexis Woodward, husband and wife co-founders of Blend Wealth, estate planning is one piece of a larger holistic framework. With Personal CFO services, wealth management, business advisory, and in-house CPAs, their firm helps clients make informed decisions with clarity and confidence.
In this episode of the Estate Planning Expert Series, Tim and Alexis share how they’ve woven estate planning into their broader service model, how a multidisciplinary team supports deeper planning conversations, and what other advisors can learn from building a more connected advisory experience.
👉 Tune in to see how integrating tax, estate, and financial planning can elevate your client relationships — and strengthen your value as an advisor.
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