Thursday Jan 18, 2024

No Money, Still Problems

Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, inheriting someone’s assets is only one piece of the puzzle. This is why someone asking “How much money do I need to have before I create an estate plan?” is always the wrong question. Let’s cover a number of estate planning goals that have nothing to do with someone’s assets.




Comments (0)

To leave or reply to comments, please download free Podbean or

No Comments

Copyright Nick Rosenbauer 2022

Podcast Powered By Podbean

Version: 20240320