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Ep. 214: Preparing Your Estate Plan
The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating.
LINKS
cainwatters.com
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By Cain Watters
5
5353 ratings
The new year is a perfect time to get a head start on your estate plan. Depending on the size of your estate, strategies and tax planning will look a little different. A guest joins the guys to discuss the importance of establishing an estate plan, a list of documents to include and when your current estate plan may need updating.
LINKS
cainwatters.com
Submit a Question
Facebook | YouTube
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