Why Plan? The Benefits of a Comprehensive Estate Plan: Part I – EP. 40 – Life’s Third Act

05/10/2022 26 min

Listen "Why Plan? The Benefits of a Comprehensive Estate Plan: Part I – EP. 40 – Life’s Third Act"

Episode Synopsis

Attorney-CPA Joe Cordell and co-host Jill Albers discuss the advantages of crafting a comprehensive estate plan compared to a piecemeal approach that is more vulnerable to taxes, lawsuits, divorce, and more. Mr. Cordell and Ms. Albers discuss why a piecemeal approach to estate planning gives you less control, estate and gift taxes and whether there […]

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