Estate planning is the process of preparing and protecting what matters most to each individual. Navigating through the various estate matters can lead to peace of mind. How is your ship sailing? Is it smoothly gliding or in need of trimming the sails? Taking the time to ready and steady your ship is a worthwhile venture.
In the second half of a 2-part series, Jarrod Upton continues to discuss the process of preparing an estate plan. He and Leanne DeVey discuss various topics which provide guidance on estate planning. To learn more, listen to this podcast.
Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.
