Not sure when to start creating your estate plan? Take this as your sign.

 

This first episode of season five provides an overview of estate planning and highlights the importance of protecting your assets and loved ones. 

 

Jayson McGinnis joins the conversation and discusses some of the misconceptions around estate planning, the key elements to consider, and some practical tips for those not knowing where to start with their plan.

 

Zacc, Laura, and Jayson discuss:

 

• The important topics to discuss with your family when assembling an estate plan

• What 4 documents should be in your “starter estate plan”

• How your estate plan changes when minor children are involved

• Some common misconceptions about estate planning and why they’re not just for wealthy individuals

• And more

 

Resources:

• Guided Path 2-4 Divorce, Remarriage and Death with Jayson McGinnis

 

Connect with Capita Financial Network:

 

• [email protected]

• [email protected]

• (801) 566-5058

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

• LinkedIn: Capita Financial Network

• Facebook: Capita Financial Network

 

Connect with Jayson McGinnis:

 

• LinkedIn: Jayson McGinnis

• Capita Financial Network: Jayson McGinnis

 

About Our Guest: 

Jayson is a Wealth Advisor at Capita and a CFP® professional. He obtained his commercial pilot’s license while attending Utah Valley University and earned a Bachelor’s degree in Aviation Science. Jayson began his career in financial services in 2007 at Fidelity Investments. He joined Capita in 2019. His ability to simplify complex financial planning strategies has allowed him to educate and connect with clients. After serving a Russian-speaking mission in Sacramento, CA for his church he moved to Utah from his home state of Washington. He enjoys skiing and taking his family on vacation.