Estate planning that survives real life
From On the Money with Dynamic by Dynamic
May 7, 2026 · 24 min
About this episode
Alyssa Mitha discusses the complexities of estate planning and the limitations of relying on A.I. for such matters.
Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing. Alyssa Mitha joins the podcast to discuss why you can’t rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize.
People in this episode
Host: Dynamic
Guest: Alyssa Mitha
Topics covered
- estate planning
- family dynamics
- tax consequences
- incapacity
- business succession
- A.I. in estate planning
Keywords
- estate planning
- family dynamics
- tax consequences
- business succession
- A.I.
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