Financial Decoder

Do You Really Need an Estate Plan?

Episode Summary

You don’t have to be super wealthy to have an estate plan. In fact, most people could benefit from one. So why do we tend to procrastinate?

Episode Notes

Discussing what will happen to your children and your assets after you die might not sound like the most pleasant task. Is that why so many people don’t have wills or estate plans? Mark talks with Colleen O’Brien about what’s actually in an estate plan and how you can get started creating one.

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Important Disclosures:

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
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