Creating Richer Lives

Have You Done This for Your Heirs?

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On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items?

Topics discussed on this podcast:

  • Estate Planning
  • Personal Statement to My Heirs
  • Will
  • Legacy

For more information, go to https://www.creatingricherlives.com

#estateplanning #financialplanning #legacy #will #heirs @CAPTRUST

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Creating Richer LivesBy Karl Eggerss
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