GEORGE FOX TALKS

When to Make an Estate Plan (It’s Now)

August 4, 2026·51 min
Episode Description from the Publisher

Planning for your death or incapacity may not be fun, but the impact of a thoughtful estate plan can be more powerful than many of us imagine. Join guest host Scott Winter and seasoned estate planning attorney Randy Grove and institutional trustee & investment manager Brett Bryant as they unpack how a financial legacy can memorialize your values, inspire others toward generosity, and promote peace during a disorienting time for the people you love.Scott Winter: https://www.winterwealthmanagement.com/team/scott-winterRandy Grove: https://www.landerholm.com/t-randall-groveBrett Bryant: https://www.midwesttrust.com/people/brett-bryant/This podcast is for informational purposes only. The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies may be appropriate for you, consult your financial, legal, or tax professional. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer, member FINRA/SIPC. The opinions expressed by guests are their own and do not necessarily reflect the views of LPL Financial or Winter Wealth Management, LLC.If you enjoy listening to the George Fox Talks podcast and would like to watch, too, check out our channel on YouTube! We also have a web page that features all of our podcasts, a sign-up for our weekly email update, and publications from the George Fox University community.

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