Why Estate Planning Can’t Wait (Ep. 9)
When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that.
In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off can lead to conflict, confusion, and costly legal battles. From sibling disputes to outdated trusts, he’s seen the ripple effects of poor planning. But thanks to new technologies and AI-powered tools, creating a legally sound estate plan is now simpler, faster, and more accessible than ever.
What you’ll learn from this episode:
- Why waiting to plan your estate can tear families apart
- How Thomas offers complimentary estate planning to clients
- The surprising role AI is playing in the future of holistic financial advice
- Common estate planning mistakes (and how to avoid them)
- And more!
Connect with Thomas Manetta:
- (415) 640-2121
- LinkedIn: Thomas Manetta
- Manetta Wealth
- thomas@manettawealth.com
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