Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building out their estate plan. Also, on MoneyTalk, common Retirement mistakes and how to avoid them. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/2/2026; Original Air Dates: 11/20/2023 & 12/9/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

See omnystudio.com/listener for privacy information.