Beyond the Documents: The Invisible Side of Estate Planning

About this episode

The episode discusses the often-overlooked aspects of estate planning, focusing on the emotional clarity families need after a loss.

Estate planning isn’t just wills and trusts — it’s the clarity your family wishes they had when they’re grieving. Blair Cornell sits down with Kathy Gossard, Director and Associate Wealth Strategist on UBS’ Advanced Planning Team and author of Life After Me: A Survivor’s Handbook. Together they explore what families truly struggle with after a loss, the real stories that inspired the handbook, and why “personal wishes” can be the most meaningful part of any plan.

People in this episode

Host: Blair Cornell

Guest: Kathy Gossard

Topics covered

• estate planning
• family grief
• personal wishes
• wealth strategy
• loss support

Keywords

• estate planning
• wills
• trusts
• family support
• grief
• personal wishes
• wealth strategy

Mentioned in this episode

Organizations: UBS, UBS’ Advanced Planning Team

Books & works: Life After Me: A Survivor’s Handbook

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