One thing is certain: at some point in time, all of us won't be alive on this Earth. This means that we all need proper estate plans. Many people, however, fail to set their estate plans up correctly, keep them up to date, or even title their assets properly - and as many as 60% of Americans don’t have a plan at all.

That’s why today, we’re diving deep into the very basics of estate planning. I’m joined by Garrett Griffin and Jason Salinardi, Barber Financial Group’s estate planning attorneys. With over 30 years of combined experience, they have expert knowledge in counseling our clients on transition & succession planning, estate freezing techniques, and gifting strategies.

In the first part of our conversation, we discuss what it means to have a will and trust. We dive into will-based planning, how to title assets properly, what probate is, and why it’s so important to have a plan to settle your estate when you’re no longer here - or if you become incapable of making decisions while you’re alive.

 

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/8

 

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com