Year-End Estate Planning Tips for 2021 | Women Winning Wednesdays with Attorney Elsa W Smith
Автор: Attorney/Abogada Elsa W. Smith
Загружено: 2021-12-22
Просмотров: 18
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As we close out 2021, my estate planning tips for you are: Reflect and Review!
● Are there individuals or charitable organizations that should be added or removed as beneficiaries?
● Have there been marriages or divorces that would impact your estate plan?
● Is there a beneficiary with special needs receiving government assistance?
● Do you need to protect beneficiaries from divorce, creditor issues, substance abuse, or gambling issues?
These are just some of the questions we cover on today's show.
Link to episode on fiduciaries: • How Choosing The Wrong Fiduciary Can Ruin ...
Link to FREE Estate Planning JUMPStart Guide: https://www.elsawsmithlaw.com/resourc...
If you have any questions related to estate planning, don’t hesitate to message us directly or leave a comment below. 🔽
You can also reach us at 410-995-7719
@elsawsmithlaw
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