Podcast Episode 62 – Empowered Planning: Rethinking Estate Planning, Wealth and Well-Being with Lauren Klein
Episode 62 is now available on Bridgeford Trust Company’s Delivering Direction & Control podcast!
In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Lauren Klein – Co-Founder & Attorney at Flourish Law Group, PLLC – to discuss a more personalized approach to estate planning centered on education, empowerment, and understanding the unique needs of each family.
Lauren shares her journey from Biglaw to co-founding Flourish Law Group and explores the importance of planning beyond the documents. The conversation includes special needs trust planning, probate avoidance, privacy, and the role education plays in helping families make informed planning decisions. Lauren also discusses Flourish’s Estate Planning for Busy Parents webinar, designed to make foundational estate planning concepts more accessible.
Finally, Lauren shares the inspiration behind Legal + Wealthy™, the community she founded, and the Legal + Wealthy™ Podcast. She and David discuss wealth building within the legal profession, the pressures attorneys face, and the importance of mental health, well-being, and creating a more sustainable definition of professional success.
You can listen to our latest episode on Bridgeford’s podcast page, Apple Podcasts, iHeartRadio, Spotify, and SoundCloud—or watch it on our YouTube channel.
Bridgeford Trust Company’s Delivering Direction & Control podcast was developed to educate, challenge, and inspire listeners. As we interview experts in the trust planning arena, we keep listeners updated on developments regarding modern trust law and provide practical discussion on the powerful trust planning opportunities available to advisors around the country and the world—all in an effort to deliver far more direction and control to clients and their advisors than ever before. Check out all of our episodes here: bridgefordtrust.com/podcasts.
If you have questions on any of the topics discussed in this latest episode, don’t hesitate to reach out to us through our contact form or call us at (605) 224-9189.
