EPISODE · Feb 25, 2021 · 22 MIN
The First Building Block of Estate Planning
from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, and Isaac LaFond
Send us Fan MailIn this episode Brian and Eric discuss one of the most basis tents of an estate plan, which is how to properly ensure a smooth transition of money in bank accounts upon your death or incapacitation.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
What this episode covers
Send us Fan Mail In this episode Brian and Eric discuss one of the most basis tents of an estate plan, which is how to properly ensure a smooth transition of money in bank accounts upon your death or incapacitation. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
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The First Building Block of Estate Planning
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