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Estate Planning is the New Black

For grim reasons, the estate planning business boomed during the early days of the pandemic. Access demanded a completely digital approach that allowed for highly informed decision making and legally binding documentation. But there is another barrier that needs to be broken- the notion that Wills and Planning are only for wealthy people. This week, we talk about what problems this creates, and speak with Cody Barbo, CEO of Trust & Will about his ideas around a solution.

Producers: Roland Bodenham, Senior Video Editor, Ascential
Rachel Morrissey, Content Producer, Money20/20 USA

Hosts: Monique Ruff-Bell, Event Director, Money20/20 USA
Rachel Morrissey, Content Producer, Money20/20 USA

Guests: Cody Barbo, CEO, Trust & Will