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Wealth Transfer Plans: Preparing the Next Steward
Manage episode 419360395 series 1459924
At the heart level, retirees want to know they are stewarding their hard-earned financial resources to the best of their ability. However, many plans forget to methodically and intentionally prepare the next steward. In this podcast, Ben Taatjes will detail the difference between a wealth transfer plan and an estate plan – and give you ways to make sure your heirs get the best from you while you’re still living.
See omnystudio.com/listener for privacy information.
155 פרקים
Manage episode 419360395 series 1459924
At the heart level, retirees want to know they are stewarding their hard-earned financial resources to the best of their ability. However, many plans forget to methodically and intentionally prepare the next steward. In this podcast, Ben Taatjes will detail the difference between a wealth transfer plan and an estate plan – and give you ways to make sure your heirs get the best from you while you’re still living.
See omnystudio.com/listener for privacy information.
155 פרקים
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