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.

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This episode is 44 minutes long.

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This episode was published on March 5, 2019.

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