Planning to Die

Making Margin

English - April 01, 2020 04:00 - 20 minutes - 18.3 MB - ★★★★★ - 11 ratings
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Next Episode: Saving for College

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.

Meet the voices behind Making Margin:

Nick

Special Guest: Allen Starrett

Today’s topic is all about estate planning and why it is so important.

Discussion topics:

How Allen decided to get into estate lawWhat are the important components of a complete estate plan?Why is it important for people to have those items?What can happen if they don’t?We find that convincing our clients that they need estate documents is one of the most difficult boxes to check. Why is that?

Take away: Make sure you have an estate plan and it is up to date!