Episode 320: Beyond the Documents: Estate Planning, Family Communication, and Legacy with Nicole Adkison
April 21, 2026
35 min
320
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317 of 325
Episode 320 · April 21, 2026
Episode 320: Beyond the Documents: Estate Planning, Family Communication, and Legacy with Nicole Adkison
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Investment Joy Episodes Around April 21, 2026
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35:58This episodeEpisode 320: Beyond the Documents: Estate Planning, Family Communication, and Legacy with Nicole Adkison
Summary
Most people know they need an estate plan. Far fewer actually have one, and even fewer have had the conversations with their families that make that plan meaningful. Melissa Joy, CFP® sits down with Nicole Adkison, estate planning attorney and wealth strategist, to talk about what thoughtful estate planning really involves, from the foundational documents to the deeper family conversations that give those documents their purpose. Nicole works with families and their advisors to design forward...
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