Ep 17: Estate Planning Is Under Attack

We've reiterated many times on this show how you want your estate planning to be done correctly, but there are still many companies out there that try to cut corners when it comes to putting your plan together. In many instances, the estate plan is put together by a computer algorithm that does not actually consider your needs. Nick will talk to us about how certain companies and professionals minimize the importance of estate planning and red flags to look out for. Contact: 513-463-6789 [email protected]