
Sign up to save your podcasts
Or


Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different. Every family is different. And, as illustrated in a recent Wall Street Journal article, if you don't work with professionals to preserve your legacy, your way, you could be putting your estate, your loved ones, and your well-being at risk.
On today's show, we discuss a listener question about how to tailor an estate plan to specific family dynamics, the essential parts of an estate plan, and some of the legal options folks should discuss with their attorney and financial advisor.
By Bill Keen, Matt Wilson, Steve Sanduski4.6
6767 ratings
Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different. Every family is different. And, as illustrated in a recent Wall Street Journal article, if you don't work with professionals to preserve your legacy, your way, you could be putting your estate, your loved ones, and your well-being at risk.
On today's show, we discuss a listener question about how to tailor an estate plan to specific family dynamics, the essential parts of an estate plan, and some of the legal options folks should discuss with their attorney and financial advisor.

442 Listeners

806 Listeners

760 Listeners

1,304 Listeners

455 Listeners

538 Listeners

744 Listeners

547 Listeners

677 Listeners

584 Listeners

815 Listeners

570 Listeners

948 Listeners

185 Listeners

150 Listeners