Episode #210: 5 Key Estate Planning Tools Everyone Should Consider


 

Experiencing a family member passing away can be the toughest and most emotional experience. Most families don’t realize until after mourning that they have to figure out what to do with that individual’s estate, burial wishes, or final expenses. Things can get tricky and cause tension within the family, especially if an individual passes before establishing any of these items beforehand. Give your family, and yourself, peace of mind when it comes to planning for that stage of life.

In this episode of Money Script Monday, Adam dives into powerful estate and succession planning tools to consider that will help you prepare for the unexpected in retirement.

Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!

About Adam Reyna

Adam Reyna is a Senior Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.

Disclaimer

This information is meant for educational purposes only.



Related Blog Posts

MSM Opt-in Popup