A comprehensive estate plan can ensure your wealth is transferred according to your wishes, and it helps manage your estate tax bill. There are many issues to consider when putting together or updating your estate plan, so I’ll be sharing some of the most important here. You will walk away from this episode knowing where to start, who to go to, and how to pursue an effective estate plan.

You can access the full show notes and more by visiting: https://www.forgewealth.com/