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The Essential Guide to Estate Planning

Author
Brigette Engstrom
Published
Tue 03 Jun 2025
Episode Link
https://omny.fm/shows/retirement-readiness/the-essential-guide-to-estate-planning

Brigette Engstrom the Founder & CEO of Blue Monarch financial focuses on the critical aspects of estate planning, emphasizing its importance for everyone, regardless of wealth. She discusses the components of a comprehensive estate plan, including wills, healthcare directives, and powers of attorney, and highlights the consequences of not having a plan in place. The discussion also integrates estate planning with retirement planning, stressing the need for a tailored approach to ensure financial security and peace of mind for families.

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 Monarch Financial.

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