Episode 199: The Ultimate Gift to Your Family

02/01/2025 29 min Episodio 199
Episode 199: The Ultimate Gift to Your Family

Listen "Episode 199: The Ultimate Gift to Your Family"

Episode Synopsis


More than 66 percent of Americans have no estate plan of their choosing and are relying on courts and state laws to decide what happens to their lifetime of accumulated assets after they pass away. Sadly, the people that are impacted most are the loved ones left behind. In this episode, we discuss why creating an estate plan is the ultimate gift of love to your family. And later, we share why a financial plan is the perfect gift to give the younger members of your family this Christmas.