EPISODE · Apr 26, 2024 · 41 MIN
The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Aaron Kowal and guest John Koenig, of Elder Advisors Law, discuss the important legal documents you need to have in place, examine traditional estate planning vs. modern estate planning, and share insights regarding shared trusts.
What this episode covers
Aaron Kowal and guest John Koenig, of Elder Advisors Law, discuss the important legal documents you need to have in place, examine traditional estate planning vs. modern estate planning, and share insights regarding shared trusts.
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The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans
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