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Estate Planning Basics: Protecting What Matters Most
Estate planning isn’t only for the wealthy. It’s for anyone who has property, assets, money and, most importantly, wishes about how those should be handled. SVP Director of Wealth Strategy, Joe Maier and VP Wealth and Estate Administrator, Liz Pfeuffer sit down to demystify estate planning and explain why even a simple plan can make a big difference for your family. They cover the real consequences of not having a plan, the documents you should have in place and the first steps you should take.
In this episode:
00:00 – 04:46: Why You Need an Estate Plan
04:47 – 14:18: Start with Powers of…
The skinny
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