In this episode we talk with Brant Dillon of The Legal Hub about estate planning. Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning.
Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitation role along with some interesting tips about applying this in practice.
Brant Dillon’s contact details are
Phone: 0438 182 267
Linked In: www.linkedin.com/in/brant-dillon-b579a414/
Scott Charlton’s contact details are:
Phone: 0409 870 330
Linked In: www.linkedin.com/in/scottcharlton
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