Don’t Wait Until You Have An “Estate” To Plan - Expert Edition Episode 7
Financially Intentional
English - January 17, 2023 14:00 - 48 minutes - 33.4 MB - ★★★★★ - 94 ratingsArts nurse personal finance financial independence financial freedom investing savings retirement budgeting debt elimination legacy building Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Portia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney.
Estate planning is an important step in making sure that your wishes for the future are clearly put in writing. That way, your wishes will be followed no matter what happens. You also want to make sure that your beneficiaries are informed and that they understand how to access your assets after you pass away.
Access Wood Legal Group’s Resource Library For FREE
About Our Expert:
Portia works tirelessly to help people protect their assets and provide for the transfer of resources and values to their families. She helps clients avoid probate, save on taxes, protect their hard-earned savings and preserve wealth at the generational transfer. She concentrates in the areas of Legacy Wealth Planning and asset protection planning.
---
What It's Like To Be...What's it like to be a Cattle Rancher? FBI Special Agent? Professional Santa? Find out!
Listen on: Apple Podcasts Spotify
---
Check Intentional Style here: https://www.intentionalstylesuite.com/
Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here
Join the Financially Intentional Community
Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.
Get my book Smart Money