3 Estate Planning Must-Haves - Retirement Answers

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 17 minutes long.

When was this Retirement Answers episode published?

This episode was published on May 14, 2024.

What is this episode about?

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...

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