EPISODE · Jun 3, 2023 · 24 MIN
Have You Done This for Your Heirs?
On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items? Topics discussed on this podcast: Estate Planning Personal Statement to My Heirs Will Legacy For more information, go to https://www.creatingricherlives.com #estateplanning #financialplanning #legacy #will #heirs @CAPTRUST
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Have You Done This for Your Heirs?
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This episode was published on June 3, 2023.
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