Part 1 Where There's a Will There's a Way

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Your Retirement Podcast

Business


When there’s a will, there’s a way. A way to leave a well-defined legacy to your heirs! Or, would you rather leave it all to chance and the rules the state sets up for you?   In Part 1 of our estate planning podcast, Ed Greene and I discuss why you need estate planning, the basics of wills and trusts, and the importance of choosing the right people to carry out your wishes when you pass. It’s an important piece of retirement planning; a piece you won’t want to miss!