Your Money, Your End of Life Financial Plan with Steve Heintz and Aaron Clark

It’s the time of year when many of us will soon be surrounded by loved ones. What better opportunity to have a difficult, but critical conversation (no, not politics!).  Steve Heintz and Aaron Clark, owners of Heintz + Clark Ltd, A CPA firm in Plymouth, Minnesota, share their personal and professional experiences with end of life, both expected and unforeseen, and how it’s impacted the way they plan for themselves and their clients. Heintz + Clark, Ltd Guests: Steve Heintz ([email protected])              Aaron Clark ([email protected]) Host & Producer: Anne Morehouse ([email protected]) Original Music: Caileen Viehweg   0:00   Introduction   1:24   Types of Events Triggering Planning   4:42   Key Planning Tools and Concepts   9:50   Importance of Beneficiaries and Healthcare Directives  14:56  Gifting and Estate Planning Strategies  24:01  Professional Roles and Team Approach  25:26  Final Advice and Contact Information