Will Basics

Estate planning is the most overlooked segment of the financial planning process.  In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you minor children are assigned the appropriate guardians? 

Om Podcasten

An interactive journey in pursuit of your own potential. Nate, Derek and Macy share tips for personal growth and investing to help you live a fulfilled life.