Industry Commentary
Podcast: Estate Planning Isn’t Done When You Sign the Papers
Brad Repinsky explains why signing estate documents is only the beginning of an effective wealth-transfer plan.
May 26 2026
Brad Repinsky, Head of Estate, Tax, and Financial Planning at Signature Estate & Investment Advisors, joins Robert Curtiss on The Millionaire Next Door podcast to discuss how families can bring greater clarity and coordination to their estate plans. The conversation explores how financial planning, tax strategy, and estate planning work together over time — and why details such as account titling, beneficiary designations, charitable distributions, and Roth conversions can have a significant impact on a family’s long-term goals.
Filed under
Third Party Site
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.
Dated Material
Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.