Will Basics - podcast episode cover

Will Basics

Jul 31, 202412 min
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Episode description

Estate planning is the most overlooked segment of the financial planning process.  In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you minor children are assigned the appropriate guardians? 

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Will Basics | Dynamic Growth podcast - Listen or read transcript on Metacast