Understanding wills, trusts and estate planning - podcast episode cover

Understanding wills, trusts and estate planning

Jul 26, 202334 min
--:--
--:--
Download Metacast podcast app
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

Estate planning doesn't have to be intimidating.  David York, attorney, CPA and estate planner with York Howell, says most of the time it simply comes down to taking a few steps.

David also discusses how to avoid probate -- or expensive costs surrounding settling an estate.

You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page.

Be sure to email Heather your questions and request topics you'd like her to cover here.

For the best experience, listen in Metacast app for iOS or Android