Estate Planning Essentials 3

16/01/2021 14 min
Estate Planning Essentials 3

Listen "Estate Planning Essentials 3"

Episode Synopsis

Statistics:50% of all individuals do not have an estate plan100% of all individuals will use an estate plan0% chance of discovering the fountain of youth0% chance you have an "S" on your red and blue tights (aka you are not Superman / Wonder Woman)100% Guarantee you will use your estate planHaving completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of anxiety later.Take advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE