Estate planning is not set it and forget it

In this episode of Retirement Readiness, Brigette Engstrom discusses the critical importance of estate planning, and the common mistakes individuals make that can jeopardize their legacy. She emphasizes that estate planning is essential for everyone, regardless of wealth, and outlines the steps necessary to create a comprehensive plan. The conversation highlights the need for proper documentation, communication with family, and regular updates to ensure that one's wishes are honored after death or incapacitation.

Visit www.bluemonarchfinancial.com for more details, to see upcoming events and to book a complimentary consultation with Brigette Engstrom and the team at Blue Monach Financial.

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