Simply Financial - Exvadio Network

Episode 11 - Expert Interview with Eric Millhorn-Basics in Estate Planning


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In this Episode, we talk about…
Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination?Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in relation to the state you live inHow do you choose an Attorney for estate planning? When is it too late to do estate planning?
 

Visit our website for valuable tools and insights:  www.elliottwealth.com
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