In Part One of my conversation with Barber Financial Group estate planning attorneys Garrett Griffin and Jason Salinardi, we discussed the basics of wills, estate planning, and the tricky legal situations families and beneficiaries can find themselves in after you die or become incapacitated. Check out Part 1 (episode 8) if you haven’t yet - I highly recommend you do before listening to Part 2.

Today, we continue our discussion by diving a little bit deeper. We focus predominantly on how DIY planning often leads to massive complications for survivors, how events like divorce can lead to serious estate issues after one family member dies, and why you need to work with a counselor or advisor who truly understands the nuances of estate planning in order to ensure a successful transition of your assets.

 

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/9

 

Learn More about Retirement Planning

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