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Ep. 077- Everyone Needs an Estate Plan - Casey Schwartz of Schwartz Legacy Planning
Our guest today speaks to the importance of having the right estate plan documents and how they can positively impact you, your family, your estate, and your business. You're never too young to start planning for your future, and Casey Schwartz of Schwartz Legacy Planning gives our listeners nuggets of wisdom that shouldn't be taken lightly.
Our educational discussion includes: What is a Will? How does a Power of Attorney work? Why should I consider a Trust? Why do business owners need a buy/sell agreement and how does it need to be properly funded? Estate planners and financial planners work side-by-side to ensure our clients' success and their financial future is not a small probability, but a prosperous triumph!
If you've been putting off this ever-present part of your "to-do" list, let's make some positive strides together and consider adding Casey to your team.
https://schwartzlegacyplanning.com/
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By Steven Huskey
5
2525 ratings
Our guest today speaks to the importance of having the right estate plan documents and how they can positively impact you, your family, your estate, and your business. You're never too young to start planning for your future, and Casey Schwartz of Schwartz Legacy Planning gives our listeners nuggets of wisdom that shouldn't be taken lightly.
Our educational discussion includes: What is a Will? How does a Power of Attorney work? Why should I consider a Trust? Why do business owners need a buy/sell agreement and how does it need to be properly funded? Estate planners and financial planners work side-by-side to ensure our clients' success and their financial future is not a small probability, but a prosperous triumph!
If you've been putting off this ever-present part of your "to-do" list, let's make some positive strides together and consider adding Casey to your team.
https://schwartzlegacyplanning.com/
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