Phoebe Venable Talks Estate Planning in StyleBlueprint
CapWealth President and COO Phoebe Venable recently chatted with StyleBlueprint’s Kate Dore about why families need an estate plan. Phoebe pointed out that not having an estate plan can cause a lot of stress for some families – especially when the estate is complicated – and making mistakes can be costly and can cause a lot of problems for the family you leave behind. She also offered insights on communicating about the plan with heirs and how education is necessary to ensure the next generation will be good stewards of what’s left to them.
Kate compiled Phoebe’s insights into her article, “7 Legitimate Reasons You Need a Legacy Plan.” You can read the article online here: https://styleblueprint.com/nashville/everyday/responsible-inheritance-capwealth/
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