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In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff starts out with a review of the...
In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who
needs an estate plan, how often the plan should be reviewed and some of the most
common mistakes people make in estate planning. Jeff starts out with a review of the
common documents used in estate planning. The conversation develops into the
emotional side of the estate planning process and the suggested practice of including
family members in the discussion. Scott shares a personal story where his own planning
came into play and the lessons he learned. The trio discusses the use of trusts.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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