Developing A Will: The Basics

Nate Crosby |
Categories
dynamic growth

When it comes to financial planning, estate planning is the most overlooked segment. It's not uncommon for people to think of these things as separate processes, when in fact they are very aligned. In this episode, Nate will take us through the basics of a will. He will answer questions like:

  • What happens when you die with a valid will?
  • What happens when you die without a valid will?
  • What can you do to ensure your assets transfer appropriately?
  • How can you make sure you minor children are assigned the appropriate guardians?

Listen to the full podcast to educate yourself on the components of a will and how to get started. Need help? Give us a call. 

 

 

Please note: This content is not a direct recommendation for investment. Investing involves risk including the potential loss of principal. Not all investments are suitable for all people. Crosby Advisory Group, LLC is a registered investment advisor in Ohio, Florida, Texas, and Wisconsin.