Straight Up Mortgage Talk

Why Estate Planning is Critical to Your Family’s Financial Future

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You work too damn hard to not plan and have things go to waste.

Avoid estate taxes, have more go to your family and less go to the government.

Below are the questions we go over in the interview.

  • 1. What is estate planning?
  • 2. Why is Estate Planning important?
  • 3. What happens if people do not have estate planning in place?
  • 4. When should people consider estate planning?
  • 5. How does estate planning help avoid family disputes once a loved one has passed?
  • 6. What questions did I not ask I should have about estate planning?
  • 7. How has estate planning changed due to recent changes in laws?
    • ...more
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    Straight Up Mortgage TalkBy Tim Harrison