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Today we sit down with Chris Mooney, Managing Director of Business Development at Cobblestone Capital Advisors.
We ask Chris about:
– talking with clients about preparing for the next generation
– the important cycle of planning and reviewing
– the vital roles of attorneys and accountants as advisors
– the basics of estate planning
– being a client’s trusted advocate…and the hard conversations that come with that responsibility
– some unfortunate stories when generational planning wasn’t considered
