Self-prepared Estate Plans
Thompson & Associates
English - March 12, 2018 00:00 - 19 minutes - 18.2 MB - ★★★★★ - 4 ratingsNon-Profit Business nonprofit non-profit npo planned giving charitable Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Estate Planning Flags #1: Outright Distributions from an Estate
Next Episode: Estate Planning Flags #3: Non-probate Assets
In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss self-prepared estate plans.
• What are self-prepared estate plans?
• Are they common?
• Are they valid?
• What are the most common problems seen with self-prepared plans?