Generational Planning and Estate Planning

You hear me reference and emphasis the importance of having a financial plan in nearly every topic we cover and estate planning is an area of that plan discussed in todays podcast. In this episode of The Common Sense Financial Podcast, I have a conversation with Jessie Naeger of the Law Office of Andrew Weinhaus about estate planning and other important consideration for protecting your estate. Jessie and I have worked on several client cases together over the years and I felt bringing her on to the show would be helpful for everyone to get a legal perspective on why estate planning is so important. There is no better time than right now to learn why having an estate plan is an absolute must for everyone to have no matter the size of your estate