Best practices for advisors prepping clients for estate planning

Morgan Veth, vice president at Bogart Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best approaches for advisors consulting with clients on their estate plans, as well as selecting executors and trustees.
  • Feb 10, 2026

Morgan Veth, vice president at Bogart Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best approaches for advisors consulting with clients on their estate plans, as well as selecting executors and trustees.

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