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Podcast: The Money Advantage Podcast
Episode: Preserving Generational Wealth With Josh Kanter of Leaf Planner: The Missing Piece Isn’t Paperwork
Description: The Questions No One Can Answer After Dad Dies
A man spends his life building a sophisticated estate plan—brilliant strategies, impeccable legal work, a network of trusted advisors, and layers upon layers of entities. His son is a lawyer. He even gets 18 months to prepare before his father passes.
https://www.youtube.com/live/hCA_R52ZyrQ
And yet, within days of his death, people start asking questions he can’t answer.
That story belongs to Josh Kanter, founder of Leaf Planner—and it’s exactly why Bruce and I wanted to bring him to The Money Advantage Podcast. Because...