Financially Intentional Don’t Wait Until You Have An “Estate” To Plan - Episode 153 (Classic Episode)
Portia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney.
Estate planning is an important step in making sure that your wishes for the future are clearly put in writing. That way, your wishes will be followed no matter what happens. You also want to make sure that your beneficiaries are informed and that they understand how to access your assets after you pass away.
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About Our Expert:
Portia works tirelessly to help people protect their assets and provide for the transfer of resources and values to their families. She helps clients avoid probate, save on taxes, protect their hard-earned savings and preserve wealth at the generational transfer. She concentrates in the areas of Legacy Wealth Planning and asset protection planning.
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