Creating an estate plan is extremely important, and yet the majority of American adults don’t have one. Our Table Talk topic is titled “The Estate Planning Process Simplified” and we actually are covering this in two parts. The first half covers some of the basic information as well as the initial steps that are common when creating an estate plan.

Creating an estate plan is extremely important, and yet the majority of American adults don’t have one. Our Table Talk topic is titled “The Estate Planning Process Simplified” and we actually are covering this in two parts. The first half covers some of the basic information as well as the initial steps that are common when creating an estate plan.

Creating an estate plan is extremely important, and yet the majority of American adults don’t have one. Our Table Talk topic is titled “The Estate Planning Process Simplified” and we actually are covering this in two parts. The first half covers some of the basic information as well as the initial steps that are common when creating an estate plan.

Estate Planning Process Simplified

Get great tips and ideas for planning for a successful financial future. Listen in while Estate Plan Counselor Paul Snamiska sits down with different professionals to give you exclusive insight for creating wills and trusts, or ways to invest that will benefit you and charities you are passionate about through IRA distributions, QCD's, endowment funds, and donor-advised funds.

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Estate Planning Process Simplified

Estate Planning Process Simplified