The Intangible Balance Sheet Podcast

The Wisdom and Wealth Episode 40: Estate Planning Checklist


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Today's Conversation is with Jamie Hopkins of Carson Wealth about why Estate Planning is an essential piece of financial planning. Everyone has an estate plan, whether they realize it or not. Today's conversation walks through considerations to enhance your existing situation.  And Spoiler alert! Writing your eulogy and sharing it with your loved ones may be the most valuable thing you do! Enjoy! 

See below for a complimentary copy of our estate planning checklist.

https://cloud.carsonmx.com/resource?brandid=0016g00000bSLDqAAO&guidekey=2021-estate-planning-checklist


Music by bensound.com




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The Intangible Balance Sheet PodcastBy Joshua Klooz

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