

Building an Estate Plan
Oct 23, 2024
Explore the essentials of estate planning with engaging insights on trusts, wills, and beneficiary designations. Discover why life changes, like divorce, necessitate updates to your plan. Dive into the importance of customizing your estate strategy to ensure financial security and proper asset distribution. The hosts emphasize the value of legal guidance in navigating this crucial aspect of personal finance.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Understanding Estate Planning Essentials
02:00 • 5min
Understanding Estate Planning: Wills, Trusts, and Life Changes
07:25 • 2min
Fundamentals of Estate Planning: Wills, Trusts, and Beneficiaries
09:06 • 6min
Customizing Your Estate Plan for Financial Security
14:50 • 2min