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Kimberly Pennell
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Jul 17, 2026
Estate Planning and Wealth Strategy: Why Collaboration Matters | Season 2 Episode 7
6:23
6:32
6:41
22:15

Kimberly PennellGUEST
I still use all of the skills and trainings that I had and was doing when I was practicing law, but I don't draft documents.

Kimberly PennellGUEST
So it's really using that to turn it more toward client education, so the ... and helping our clients make sure that their documents align with their goals.

Kimberly PennellGUEST
You know, our clients come to us, and they often have very sound estate planning documents.
15 MINS LATER

Fred LongHOST
I just kinda rambled on for a while, but, like, this is something that I feel so passionately about because I see it so often after someone passes, and it's awful.
