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Basics in Estate Planning with Eric Millhorn

Topics include:

  • The difference between getting a will & creating an estate plan
  • Who should have an estate plan?
  • What are the basic “must haves” for everyone?
  • What are the downsides of not doing an estate plan?
  • Why don't people do estate plans? How do you choose an attorney for estate planning? 
  • When is it too late to do estate planning?
  • Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance and more.
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