3 Estate Planning Must-Haves

Estate planning is often a forgotten part of a financial plan, but there are a few steps you can take to start building your estate plan.It doesn't have to complicated, so I am sharing 3 must-haves to include in your estate plan. There are more elements to think about including in your estate plan, but these should get you started.———————————————————————————Website: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.👉 Do you have your custom retirement strategy? If not, get started today.🔔 Subscribe so you never miss an episode!DISCLAIMER: This video is not meant to be taken as tax, legal, or investment advice. All content is for educational purposes only.