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Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend
Manage episode 423383794 series 3404044
Content provided by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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 everything you hoped to leave your loved ones.
- What we need to begin crafting the financial aspects of your estate plan.
- The role your advisor plays versus what the attorney will do.
- Tax considerations you need to be aware of so that you can ensure more wealth is passed along.
- The many benefits to estate planning.
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
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