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Listen "The Basics and Fundamentals of Proper Estate Planning"
Episode Synopsis
An estate plan is not something you do for yourself. It's something you do for your loved ones. But a well-crafted estate plan is an important component of a comprehensive financial plan.
This is an easy to understand discussion of wills, trusts, and powers of attorney that make up the estate plan, as well as the purpose and role of the executor, grantor, trustee, and beneficiary.
This is an easy to understand discussion of wills, trusts, and powers of attorney that make up the estate plan, as well as the purpose and role of the executor, grantor, trustee, and beneficiary.
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