Estate Planning And Trusts - Smart Money

What this episode covers

Making sure you have a legal will in place is the first step in planning your estate – and one of the most important things you can do to protect your family. In this episode, Michael Atkinson, Senior Vice President of Wealth and Advice talks with Mark Braeder, a lawyer with Stewart, Aulinger & Company. Mark specializes in estate planning and trusts. You'll discover, 1: How planning your estate can reduce financial stress on your family. 2: Why it’s important to have a will. 3: How to choose the best executor for your will. 4: Using a will kit versus consulting with a lawyer. 5: The benefits of setting up a trust.Our missionWe financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group. Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of Smart Money?

This episode is 7 minutes long.

When was this Smart Money episode published?

This episode was published on September 17, 2019.

What is this episode about?

Making sure you have a legal will in place is the first step in planning your estate – and one of the most important things you can do to protect your family. In this episode, Michael Atkinson, Senior Vice President of Wealth and Advice talks with...

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