In this episode, we explore the emotional complexities and logistical challenges of managing an estate after the loss of a loved one. Guests Jon Jackson from Northern Trust’s Estate Settlement Group and Heather Nickerson, CEO of Artifcts, share personal stories and professional insights on planning ahead, avoiding common pitfalls and communicating clearly with family.
The conversation highlights the importance of both practical steps — like organizing documents and building the right advisory team — and the more human side of legacy, like preserving family stories and navigating grief with intention.
In This Episode, You Will Learn:
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