#436: The Essential Components of a Good Estate Plan episode artwork

EPISODE · Oct 11, 2023 · 36 MIN

#436: The Essential Components of a Good Estate Plan

from The Dentist Money Show | Financial Planning & Wealth Management

When it comes to planning for an estate, it is not only what is needed for an orderly dispersion of assets when a person dies. That is just one facet! On this episode of the Dentist Money Show™ Ryan interviews Natalie Perry, JD, CPA, who covers the basics of estate planning, including what is needed for many major life events—birth, marriage, divorce, partnerships, and more. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.   

Episode metadata supplied by the publisher feed · Published Oct 11, 2023

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#436: The Essential Components of a Good Estate Plan

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