The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans episode artwork

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.

Episode metadata supplied by the publisher feed · Published Apr 26, 2024

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The Retirement Clinic-4-13-24 – Traditional vs. Modern Estate Plans

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