When is it time to get an estate plan? Or, if you already have one, how often should it be reviewed? And how do the requirements of an estate plan differ if you’re a dentist? Wills, trusts, tax planning, asset protection—not the most exciting topics to bring up at family dinner. But the same people who join you at the table will be glad you planned ahead and kept them from having to track down all your assets. In this episode of Dentist Money™, Reese welcomes estate planning attorney, Andrew Howell, who explains why there’s more to estate planning than most people think. He describes what happens if you die without an estate plan, three common fallacies about estate planning, and how a properly structured estate plan will protect your wealth while you’re still living.
Show notes: www.yorkhowell.com
The Dentist Money Show | Financial Planning & Wealth Management