In The Slipstream

In The Slipstream


Episode 38 - Estate Planning with Brant Dillon

July 08, 2019

 


Estate Planning with Brant Dillon
Show Notes


In this episode we talk with Brant Dillon of The Legal Hub about estate planning. Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning.


Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitation role along with some interesting tips about applying this in practice.


Brant Dillon’s contact details are


Email: brant@realservices.com.au


Phone: 0438 182 267


Web: www.thelegalhub.com.au


Linked In: www.linkedin.com/in/brant-dillon-b579a414/



Scott Charlton’s contact details are:


Email: scott@slipstreamcoaching.com.au


Phone: 0409 870 330


Web: www.slipstreamcoaching.com.au


Twitter: ScottCharlton1


Linked In: www.linkedin.com/in/scottcharlton



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