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The Wealth Planning Podcast - Season 3 Ep. 9 - Estate Planning, Part 1: The Basics

The Wealth Planning Podcast - Season 3 Ep. 9 - Estate Planning, Part 1: The Basics

September 15, 2026

In the first installment of the series, Jason interviews attorney David Cusack demystify estate planning. Listeners will learn that estate planning isn't just something wealthy people do when they're old. The focus is on control, incapacity, family protection, and avoiding unnecessary complications.

Learn the answers to questions such as:

  • What is the biggest misconception people have about estate planning?
  • Is estate planning really about what happens when you die—or is that only half the story?
  • What does a Will do? What does it not do?
  • Why is a Power of Attorney so important?

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