Planning to Die
- Author
- Greenway Wealth Advisors, LLC
- Published
- Wed 01 Apr 2020
- Episode Link
- https://www.greenwaywealth.com/
Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.
Meet the voices behind Making Margin:
Special Guest: Allen Starrett
Today’s topic is all about estate planning and why it is so important.
Discussion topics:
- How Allen decided to get into estate law
- What are the important components of a complete estate plan?
- Why is it important for people to have those items?
- What can happen if they don’t?
- We find that convincing our clients that they need estate documents is one of the most difficult boxes to check. Why is that?
Take away: Make sure you have an estate plan and it is up to date!
