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Beyond the Documents: Estate Planning with Garrett Spangler, JD, LLM (Ep. 23)

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Bryn Mawr Trust
Bryn Mawr Trust Advisors

Kate Duffy, FBS^®, MFP

Bryn Mawr Trust Advisors

July 27, 2026

2 min read

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Estate planning isn’t just about passing on assets—it’s about helping ensure your wishes are understood and making difficult decisions easier for your loved ones. A thoughtful plan can provide guidance during life events, periods of incapacity, and other unexpected circumstances.

In this episode of The Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy are joined by Garrett Spangler, JD, LLM, Senior Wealth Strategist at Bryn Mawr Trust Advisors, to discuss the importance of family conversations, beneficiary designations, legacy letters, digital asset planning, and keeping estate plans up to date as life changes.

Key Takeaways:

Estate planning should address incapacity and family decision-making—not just wealth transfer.
Beneficiary designations can override wills, making regular reviews essential.
Legacy letters and family communication can help clarify your intentions.
Digital assets and major life events require ongoing updates to keep plans current.

Tune in for practical insights on creating an estate plan that reflects your wishes and supports the people who matter most.

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Bryn Mawr Trust
Bryn Mawr Trust Advisors

Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.

Kate Duffy, FBS^®, MFP

Bryn Mawr Trust Advisors

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.

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