Latest / Money & Taxes from Bb to XYZ
What's an Estate Plan?
You’ve probably heard of a will. But what makes up a full estate plan? Regina Neenan, CFP®, and Jason Speciner, CFP®, EA, review the high points of creating a real estate plan. From beneficiary designations to using technology tools to build a basic estate plan or working through everything with an estate attorney, they’ll discuss why it’s important and what goes into it from a financial perspective.
This discussion about estate planning does not constitute legal advice.
Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a…
The skinny
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