The Importance of Starting Estate Planning Early
From Wise Counsel: Effective Financial and Estate Planning · 00:13:08
Show by Jay Franz
Estate planning is often postponed until retirement, a major financial event, or a health concern makes it feel urgent. In the debut episode of Wise Counsel: Effective Financial and Estate Planning, we explain why starting earlier can give individuals and families more choices, greater flexibility, and more time to coordinate the legal, financial, tax, and personal aspects of a comprehensive estate plan. We also explore the risks of waiting until a crisis limits the options available. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: [email protected] Phone: (480) 383-1861
More episodes of Wise Counsel: Effective Financial and Estate Planning
More episodes
- Funding Your Trust: The Step Estate Plans Often Miss
- What Happens When an Estate Plan Is Never Updated?
- Lessons From Real-World Estate Planning Cases
- Charitable Giving and Philanthropy Planning
- Updating Your Estate Plan: Why Once Isn’t Enough
- Medicaid and Elder Care Planning Essentials
- Estate Planning for Families with Complex Assets
- Communicating Estate Plans With Families
- The Role of Professional Trustees vs Family Members
- Trailer: Wise Counsel: Effective Financial and Estate Planning
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