Ep. 76 Preparing for Estate Settlement
What you need to know about Estate Settlement including…
What is an Estate Settlement
What generally needs to happen
What happens with your home
How personal assets are handled
Bank Account transfers
IRA Beneficiaries
Life Insurance implications
Annuity challenges
Why you need a Trust
Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens making AI photos of himself in public & having a great laugh about it, this is Through the Pines.
Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com
2023 & 2024 Forbes Best in…
The skinny
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