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Wills, trusts, and Estates...Oh My!
Manage episode 300884012 series 2974838
Innehåll tillhandahållet av The Haney Company. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Haney Company 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.
Sometimes figuring out the right legal framework seems like walking in OZ doesn't it! A Financial Advisor turned Estate Planning attorney; my guest Raina Bond lays out the recipe for success when it comes to preparing the proper plan for yourself. Raina says it’s not about Estate Planning, it’s about life planning – Life Fulfillment Planning. You’re not planning your death, you’re planning to live well and leave a legacy. We cover a lot of ground and layout what the essentials are as so you can approach planning with confidence.
60 episoder
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