EPISODE · Sep 10, 2024 · 18 MIN
It's Time to Have "The Talk" (Estate Planning)
from The Wiser Financial Advisor Podcast with Josh Nelson · host Josh Nelson
This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you might be responsible for as they get older. It's SO important because without one, family assets could easily end up becoming property of the state, among other reasons. Listen and learn exactly what needs to be in an estate plan. Learn how a Will and an Estate Plan are different and why you absolutely need both. A transcript of this episode is provide. Click on 'Transcript' above.Chapter markers are also included for you. Click on 'View/Chapter' to the right.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/[email protected]
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This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you might be responsible for as they get older. It's SO important because without one, family assets could easily end up becoming property of the state, among other reasons. Listen and learn exactly what needs to be in an estate plan. Learn how a Will and an Estate Plan are different and why you absolutely need both. A transcri...
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It's Time to Have "The Talk" (Estate Planning)
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