Have You Done This for Your Heirs?
On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP\xae to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items?
Topics discussed on this podcast:
- Estate Planning
- Personal Statement to My Heirs
- Will
- Legacy
For more information, go to\xa0https://www.creatingricherlives.com
#estateplanning #financialplanning #legacy #will #heirs @CAPTRUST