About this episode

This episode discusses the basics of wills and the implications of having or not having a valid will at the time of death.

Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you minor children are assigned the appropriate guardians?

Topics covered

• estate planning
• wills
• financial planning
• asset transfer
• guardianship

Keywords

• estate planning
• wills
• financial planning
• asset transfer
• guardianship
• valid will
• minor children

Mentioned in this episode

Organizations: Crosby Advisory Group

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