
Sign up to save your podcasts
Or


In this episode, we analyze the basics of estate planning. Estate planning is a core component of a solid overall financial plan. In this overview episode, we will discuss wills, trusts, powers of attorney, advanced directives and how they all work together in unison to create an estate plan.
By Philip Mock, CFA®, CFP®In this episode, we analyze the basics of estate planning. Estate planning is a core component of a solid overall financial plan. In this overview episode, we will discuss wills, trusts, powers of attorney, advanced directives and how they all work together in unison to create an estate plan.