Estate Planning Weekly Podcast with Bill Gross

Curtis Kaiser joined Bill Gross, the LA Probate Expert, on the Estate Planning Weekly podcast to talk about Purposeful Estate Planning and how families and their advisors can plan for a more conscious legacy. The conversation looks beyond signed documents to what helps a plan work over time: keeping assets aligned with the plan, communicating with family, and preparing loved ones for their roles.

Watch the full conversation above. To learn more about our Legacy Program, call us at (562) 343-2843 or schedule an initial conversation.