Financial Safari with Marty Nevel

Proper Estate Planning


Listen Later

Marty discusses common estate planning mistakes, such as failing to create an estate plan, not updating the plan, ignoring digital assets, and not properly funding a trust. He also emphasizes the importance of having powers of attorney in place and seeking professional help for estate planning.

 Reach Marty at 888-519-9096.

Smart Money Solutions

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Financial Safari with Marty NevelBy Marty Nevel