Most people think estate planning is about taxes and documents. Bruce Popper has spent 40 years learning it's almost always about something else entirely.

Ryan sits down with Bruce, a long-time colleague and 40-year veteran in estate and advanced planning, to talk about what really drives the decisions families make about their wealth. They get into why trusts used to feel like punishment, how they've evolved into one of the best tools for protecting the people you love, and why the emotional side of planning matters more than most families realize.

Bruce introduces the idea of a "letter from the heart," a simple act that can prevent years of resentment between heirs, and makes the case that teaching your kids to be generous givers actually makes them better receivers of wealth. This one goes deep on strategy, but it never loses sight of what families are really after: knowing the people they love are going to be okay.

About Bruce Popper: Bruce is a Certified Financial Planner (CFP), Accredited Estate Planner (AEP), and Chartered Financial Consultant (ChFC) with four decades of experience in estate and asset protection planning. He's served as Senior Vice President at Lion Street Private Client Group and as a Senior Estate Planning Consultant at both Wachovia Securities and Prudentia

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The information shared in this podcast is for educational purposes only and should not be considered financial, legal, or investment advice. Always consult a licensed professional before making financial decisions.

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