The Basics of Estate Planning

Two Quants and a Financial Planner
10/07/2023 53 min Temporada 1 Episodio 20

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Episode Synopsis

In this episode, we take a high-level look at estate planning. We discuss why it is important, the major areas that are important to focus on and the tools available to use. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.
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