Nov 27, 2023
In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry
cover the topic of who
needs an estate plan, how often the plan should be reviewed and
some of the most
common mistakes people make in estate planning. Jeff starts out
with a review of the
common documents used in estate planning. The conversation develops
into the
emotional side of the estate planning process and the suggested
practice of including
family members in the discussion. Scott shares a personal story
where his own planning
came into play and the lessons he learned. The trio discusses the
use of trusts.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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