The Wiser Financial Advisor Podcast

Get Real. Get Honest. Get Clear.

Estate Planning Simplified

Estate panning can be very complicated. Having a “road map” will help you Create an Estate Plan for Your Family. In this estate planning presentation, Josh Nelson CFP® and Jeremy Busch CFP®, take a look at some general estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs.