EPISODE · Aug 18, 2024 · 42 MIN
Estate and Legacy Planning - August 18, 2024
from Wealth Michigan with the McIntoshs' · host Mindy and Nolan McIntosh
Mindy and Nolan discuss estate planning, and the importance of leaving your possessions to your designated beneficiaries in the most efficient way possible - as well as having this plan make sure they are left to who you want and not subjected to court battles.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
What this episode covers
Mindy and Nolan discuss estate planning, and the importance of leaving your possessions to your designated beneficiaries in the most efficient way possible - as well as having this plan make sure they are left to who you want and not subjected to court battles.Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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Estate and Legacy Planning - August 18, 2024
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