24 - Estate Planning Basics

from Just Some Musings · host Markus Muhs

This week we're joined by Jeff Haggerty, CFP®, CLU, Wealth & Estate Planner in our Edmonton branch. The conversation hits on a number of things we often talk to clients about when it comes to starting to plan for the inevitable. As always, per our disclosure, none of what we discuss constitutes advice in and of itself, and we are definitely not will and estate lawyers. This discussion is meant to get you thinking about some things, avoid some common mistakes, and maybe then meet with a qualified legal professional for further advice.

Episode metadata supplied by the publisher feed · Published Jun 26, 2023

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24 - Estate Planning Basics

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