Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Estate planning is about more than just wealth distribution—it’s about peace of mind.
In this episode, Hear Tyler Emrick, CFA®, CFP®, cover the fundamentals to start or update your estate planning journey. We’ll discuss how your financial advisor is best to guide the process while your attorney ensures legal alignment. Working together makes the journey better for you and more likely at your intended destination while reducing risks of unnecessary taxes, legal costs, and family conflicts.
Here’s some of what we discuss in this episode:
A story about how a lack of estate planning could derail…
The skinny
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