The Inner Circle

← The Inner Circle23 Feb · 22 min

Beyond the Documents: The Invisible Side of Estate Planning

Beyond the Documents: The Invisible Side of Estate Planning23 Feb22 min

Estate planning isn’t just wills and trusts — it’s the clarity your family wishes they had when they’re grieving. Blair Cornell sits down with Kathy Gossard, Director and Associate Wealth Strategist on UBS’ Advanced Planning Team and author of Life After Me: A Survivor’s Handbook. Together they explore what families truly struggle with after a loss, the real stories that inspired the handbook, and why “personal wishes” can be the most meaningful part of any plan.