On the Money with Dynamic

Estate planning that survives real life

May 7, 2026·24 min
Episode Description from the Publisher

Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing. Alyssa Mitha joins the podcast to discuss why you can’t rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize.

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