The Inner Circle

Beyond the Documents: The Invisible Side of Estate Planning

22 min · 23. feb. 2026
episode Beyond the Documents: The Invisible Side of Estate Planning cover

Description

Estate planning isn’t just wills and trusts — it’s the clarity your family wishes they had when they’re grieving. Blair Cornell sits down with Kathy Gossard, Director and Associate Wealth Strategist on UBS’ Advanced Planning Team and author of Life After Me: A Survivor’s Handbook. Together they explore what families truly struggle with after a loss, the real stories that inspired the handbook, and why “personal wishes” can be the most meaningful part of any plan.

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