EP 18 - Fundamentals of Estate Planning: Wills, Trusts and More with Kimberly Paton

In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined at the studio with Kimberly Paton of The Paton Law Firm. Kimberly is an estate planning attorney dedicated to helping individuals and their families plan their estate in coordination with financial planners.As financial planners, we discuss the vital importance of coordinating with an estate planning attorney to prepare your estate plan, and the various documents other than a will that need to be considered.Please be sure to watch and listen to this podcast and find out if your estate plan needs to be updated or revised.