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Ep #98: Estate Planning 101: What to Include in Your Will
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Innehåll tillhandahållet av Joseph Curry and CFP Professional. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Joseph Curry and CFP Professional eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
We examine the essential aspects of estate planning, focusing on creating a comprehensive will. We also examine choosing the right executor, whether a family member or a professional service, highlighting three key scenarios to consider.
We discuss the importance of including digital assets in your will and the benefits of secondary wills for business owners to avoid probate fees on business shares. We also remind listeners to review and update their estate plans regularly to ensure they remain current and effective.
Read the full show notes and find more information here: Ep 98 Show Notes
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