How Cultural Awareness Improves Estate Planning Outcomes – Terrence Franklin Guests on ACTEC Trust and Estate Talk Podcast

SGFLMS Partner and ACTEC Fellow Terrence Franklin joined the Trust and Estate Talk podcast to explore how cultural awareness directly improves estate planning outcomes. The episode examines why understanding clients’ lived experiences — and the historical context behind the racial wealth gap in America — is essential to clear communication, ethical practice, and effective guidance. As families grow more diverse, estate planners must be prepared to meet clients where they are and recognize how culture and history shape planning decisions.

Listen to the episode and gain practical insight into more inclusive, client-centered estate planning.