10 Things You Should Know When Estate Planning (Ep.49) episode artwork

EPISODE · May 11, 2022 · 13 MIN

10 Things You Should Know When Estate Planning (Ep.49)

from The Green Zone · host Winstone Wealth Partners

There will eventually come a time when you pass away but that doesn’t mean you should wait until then to start building a comprehensive estate plan.In this episode, Jeff Green and Lauren Smith discuss 10 things you should know about estate planning and will be your guide to making confident decisions about your estate planning.Jeff and Lauren discuss:How an estate planning attorney can help youThe value of using an online cloud-based digital storage to store important documentsWhy it is important to consider who you are assigning as your beneficiariesAnd moreConnect With Green Financial Group:[email protected](713) 244-3030Schedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren SmithRaymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.

Episode metadata supplied by the publisher feed · Published May 11, 2022

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10 Things You Should Know When Estate Planning (Ep.49)

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