Ep 11: Everyone Needs an Estate Plan
Manage episode 349824113 series 3378480
When you think of an estate plan, mansions and luxurious wealth may come to mind. You may be surprised to hear that, really, every person should have an estate plan regardless of their wealth status.
In this episode, we will explain how an estate plan is beneficial to everyone, as well as what mistakes to avoid.
Listen to this week’s show to learn more about:
- Do you need an estate plan, even if you are not “rich”? (1:58)
- Here are some mistakes people tend to make with estate planning. (7:20)
- Learn about “The Four D’s”. (14:24)
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube
51 episode