3 Estate Planning Must-Haves
Estate planning is often a forgotten part of a financial plan, but there are a few steps you can take to start building your estate plan.
It doesn't have to complicated, so I am sharing 3 must-haves to include in your estate plan. There are more elements to think about including in your estate plan, but these should get you started.
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Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
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The skinny
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