estate planning red flags podcast #15

Brady Bunch Families

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates

JASON D. MEREDITH, MBA, J.D., FCEP // Executive Vice President, Charitable Estate Planning, Thompson & Associates 

In this episode, Cayce and Jason discuss:

    • What we mean by a Brady Bunch family.
    • What happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios.
    • As development officers, what can we be listening for to know if our donors have this issue?
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This series of podcasts focuses on educating development teams across the country with
common pitfalls and red flags faced in estate planning.  These podcasts highlight problems and obstacles your
donors face in the estate planning process.  Knowing these will help you recognize opportunities to assist
your supporters in determining their best plan, which could include your organization.