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Episode 32: The Living Documents of Estate Planning
Financial Wise Radio
English - October 05, 2022 00:00 - 27 minutes - 38 MBInvesting Business <financial wise> <description> business investing austin Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 29: You might need a second opinion in downturns like these
Next Episode: Episode 36: Should I Sell My House in Retirement
9/10/22 - Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to your heirs, which is the goal.