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Jamie Hopkins on Estate Planning Gaps and Bryn Mawr Trust's Integrated Approach

Jamie Hopkins, WSFS Bank's Chief Wealth Officer, discusses estate planning gaps, trust benefits, and Bryn Mawr Trust's integrated strategy for business owners and families.

This news matters because estate planning, trust services, and succession planning are critical for both individuals and business owners, yet they are often misunderstood or delayed. Many people assume these tools are only for the wealthy, leading to unprotected assets, costly probate processes, and business continuity risks. For families, overlooking basics like beneficiary designations or powers of attorney can create legal and financial headaches during life events. For business owners, poor succession planning can jeopardize decades of hard work and legacy. Bryn Mawr Trust's coordinated approach addresses these gaps by integrating financial advice, tax strategy, and estate planning, helping clients avoid siloed solutions and make proactive decisions. In an era of complex tax laws and economic uncertainty, such holistic planning is essential for wealth preservation and intergenerational transfer.