Listen "Estate Planning - Not Just for the Rich"
Episode Synopsis
There is a common misconception that estate planning is exclusively for the wealthy, but many of the legal tools that estate attorneys prepare for their clients are useful for people from all walks of life. Nathan speaks with estate attorney and long time MoneyTalk contributor, Andy Nault, to discuss some estate planning documents that you should consider having in place, how to avoid some common mistakes, and much more. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Andy Nault; Air Date: 9/17/2025; Original Air Date: 6/6/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
More episodes of the podcast Don Sowa's MoneyTalk
Business Entity Breakdown
12/11/2025
Benchmarking Your Retirement Readiness
12/11/2025
Can Money Buy Happiness?
07/11/2025
The Adjustable Rate Trap
06/11/2025
Is it Time For a CPA?
04/11/2025
Social Security Mistakes to Avoid
04/11/2025
Financial Prompting
03/11/2025
Crafting a Roth Conversion Strategy
03/11/2025
Proceed at Your Own Risk
03/11/2025
Estate Planning Failures
30/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.