• Three Key Elements of Smart Estate Planning

  • Apr 1 2024
  • Length: 22 mins
  • Podcast

Three Key Elements of Smart Estate Planning By cover art

Three Key Elements of Smart Estate Planning

Listen for free

View show details

  • Summary

  • How confident are you about what will happen to your assets—and your loved ones—after you’re gone?

    On the latest installment of Advance Your Wealth, we’re looking at a truly important topic: your estate plan and whether it’s set up to get the results you want. In particular, we’ll be focusing on three main components of an estate plan that can potentially position most families for success.

    Chapters:

    0:00 - Introduction and overview on the topic of the day

    1:37 - Why this topic is becoming so important among investors and families

    3:05 - The delicacy involved in estate planning efforts

    4:24 - The three key areas of estate planning

    5:23 - What makes a will a foundational piece of estate planning

    6:51 - Navigating trusts and how they can impact a family's estate planning

    9:52 - How to decide if a trust makes the most sense for you and your family

    12:36 - The fiduciary you choose to work with on your estate plan

    15:37 - Your estate plan can get out-of-date rather quickly

    17:20 - How to get in touch with Homer and his team

    19:20 - Closing remarks


    Connect with Homer Smith:

    Facebook

    LinkedIn

    Website
    Show more Show less
activate_primeday_promo_in_buybox_DT
Show more Show less

What listeners say about Three Key Elements of Smart Estate Planning

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available