The Retirement Clinic-2/23/19 - What You Need to Know About Estate Planning

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Chris Berens, CTFA, AIF, Vice President for Horicon Bank Trust Administration and Attorney Chuck Stansberry from Schober, Schober & Mitchell, S.C. join Jeff Kowal to share insights into Estate Planning and what you need to know about establishing a trust. The team shares insights into choosing a corporate or individual trustee, preparing for incapacity, updating your beneficiaries, and ensuring your plan is up to date based upon life changes.

Episode metadata supplied by the publisher feed · Published Mar 5, 2019

Embed this episode

Attribution link and audio player

NOW PLAYING

The Retirement Clinic-2/23/19 - What You Need to Know About Estate Planning

0:00 44:47

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Kowal Investment Group - Now Creative Planning?

This episode is 44 minutes long.

When was this Kowal Investment Group - Now Creative Planning episode published?

This episode was published on March 5, 2019.

Can I download this Kowal Investment Group - Now Creative Planning episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!