Latest / The Red Wagon Estate Planning & Elder Law Show
Estate Planning Essentials: Why a Will Might Not Be Enough
When people think about estate planning, a will is often the first thing that comes to mind. But relying solely on a will might leave significant gaps in your financial plan, potentially putting your loved ones and your hard-earned assets at risk. Join Jeff as he breaks down the critical features of a will and why a will alone might not be enough to protect your assets and your family's future.
WHAT YOU NEED TO KNOW
(00:00) Episode introduction.
(03:20) While a will directs the distribution of assets in your name alone, it does not control assets with joint owners or designated beneficiaries…
The skinny
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