Episode 38 – Estate Planning with Brant Dillon

Episode 38 – Estate Planning with Brant Dillon
July 8, 2019 Scott Charlton
In The Slipstream FM | Slipstream Coaching | Accountants, Financial Planners and Multidisciplinary Firms | Business Coaching | Business Planning

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

Email: brant@realservices.com.au

Phone: 0438 182 267

Web: www.thelegalhub.com.au

Linked In: www.linkedin.com/in/brant-dillon-b579a414/

 

Scott Charlton’s contact details are:

Email: scott@slipstreamcoaching.com.au

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

 

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To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

 

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