Click below to listen to Episode 4 – Estate Planning: The Wrong Way, The Right Way
Episode 4 – Estate Planning: The Wrong Way, The Right Way
We cover different techniques and tips that we recommend when it comes to creating an estate plan involving your family.
Estate planning is preparing the management of an individual’s assets in the case of their death or incapacitation. This includes bequeathing assets to heirs and family members, as well as the settlement of estate taxes. Your estate includes items such as:
- Farm(s) and/or Ranches
- Accounts (retirement, bank, savings, etc.)
- Business Interests
- Life Insurance
- Valuables (cars, jewelry, family heirlooms, etc.)
- Intellectual Property
All of these aspects of estate planning can become overwhelming quite quickly. However, with these tips given in our podcast, we hope to teach the right way of estate planning through the use of certified professionals and letting your family know your plans ahead of time.
HOSTED BY: Bob Barber, CWS® and Mary Jo Lyons, CFP®