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Where there's a Will there's a Way
Coulter Legal
23 episodes
6 days ago
Wills and estate planning.
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How To
Education
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All content for Where there's a Will there's a Way is the property of Coulter Legal and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Wills and estate planning.
Show more...
How To
Education
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#007 - Balancing Estate and Financial Planning: Insights with Jay Burke
Where there's a Will there's a Way
23 minutes 27 seconds
1 year ago
#007 - Balancing Estate and Financial Planning: Insights with Jay Burke

In this episode of "Where There's a Will, There's a Way" podcast, host Stefan from Coulter Legal is joined by Jay Burke from Burke Britton Financial Partners. They delve into Jay's background, both personal and professional, as a father of five and a director at Burke Britton Financial Partners. The discussion focuses on the intersection of estate planning and financial planning, emphasising the importance of relationships and problem-solving in these fields. Jay shares insights about the dynamic nature of financial planning, the challenges of adapting to technological and legislative changes, and the significance of client-centric approaches. The conversation also covers how financial planners and lawyers can collaborate effectively for the benefit of their clients, especially in estate planning. Jay's take on the necessity of action and personal responsibility in financial and estate planning rounds off the episode.

Where there's a Will there's a Way
Wills and estate planning.