Have You Done This for Your Heirs?
Jun 03, 2023•24 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items?
Topics discussed on this podcast:
- Estate Planning
- Personal Statement to My Heirs
- Will
- Legacy
For more information, go to https://www.creatingricherlives.com
#estateplanning #financialplanning #legacy #will #heirs @CAPTRUST
For the best experience, listen in Metacast app for iOS or Android