Basics in Estate Planning with Eric Millhorn

October 31, 2017 Insurance & Estate Planning

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.