5 Triggers for Estate Planning

People don’t always plan ahead the way they need to, and it’s pretty easy to put off uncomfortable topics like estate planning. That is, until one tragedy or another gives my clients that added push to come in and finally address putting together an optimal estate plan.

In this podcast, I walk through 5 of the biggest life situations, either experienced by my clients or people close to them, that finally bring them to the office conference room table to get a plan done.

Check out the YouTube video version here.

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