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Listen "Why a Will Alone Won’t Protect your Family – Estate Plan the RIGHT Way"
Episode Synopsis
👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/ What exactly do you need in order to financially setup your family’s future? Attorney Lauren Brown will go over the crucial estate planning tools, from trusts to powers of attorney, that provide real security for your loved ones. Learn what’s missing in most wills, the steps you can take to safeguard your assets, and why proper planning is essential in 2024 and beyond Lauren Brown’s website: https://kgbestatelaw.com/dt_team/lauren-s-brown/ I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
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