AI’s Impact on Estate Planning

Estate planning has always been about more than just documents—it’s about protecting your legacy and ensuring your final wishes are honored. But as technology evolves, so does the way we approach this deeply personal process.

In this episode, Troy sits down with Jon Forster, attorney at BakerHostetler, to explore how artificial intelligence is beginning to influence estate planning.

From streamlining paperwork to enhancing collaboration between clients, attorneys, financial professionals, and accountants, AI is poised to make the process more efficient. But it can’t replace the emotional, human conversations essential to planning your legacy. It just might make the journey a little easier for everyone involved.

Whether you’re planning your own estate or advising others, this conversation offers valuable insights into the future of estate planning in a digital world.

Future Focus: A Financial Strategies Podcast

Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.

Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more.

Disclosures

This podcast is for information purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought.

This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. in Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.

BakerHostetler is not an affiliate of Ameritas or any of its affiliates.