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Jonathan Forster
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Oct 28, 2026
Your Client’s Wealth Has Grown. Has Their Estate Plan Kept Up?
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13:59Jenna WachatkaHOST
I guess, can you kind of unpack that a little bit? And what's an important thing for a financial professional to keep in mind when they hear those terms? And what should they be thinking when they hear those kinds of planning strategies?
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14:12Jonathan ForsterGUEST
So a Rockefeller Trust is just another, I guess, you know, marketing monitor for what really is a multi-generational or dynastic trust.
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19:31Jenna WachatkaHOST
So who would you say is kind of the right client to start thinking about either a private or intergenerational split dollar case?