• 3 Estate Planning Must-Haves

  • May 14 2024
  • Duración: 18 m
  • Podcast

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3 Estate Planning Must-Haves

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  • Resumen

  • 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.

    👉 Do you have your custom retirement strategy? If not, get started today.

    🔔 Subscribe so you never miss an episode!

    DISCLAIMER: This video is not meant to be taken as tax, legal, or investment advice. All content is for educational purposes only.
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