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Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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3 Estate Planning Must-Haves

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Manage episode 418239654 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Estate planning is often a forgotten part of a financial plan, but there are a few steps you can take to start building your estate plan.

It doesn't have to complicated, so I am sharing 3 must-haves to include in your estate plan. There are more elements to think about including in your estate plan, but these should get you started.

———————————————————————————

Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

👉 Do you have your custom retirement strategy? If not, get started today.

🔔 Subscribe so you never miss an episode!

DISCLAIMER: This video is not meant to be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

86 episodes

Artwork
iconShare
 
Manage episode 418239654 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Estate planning is often a forgotten part of a financial plan, but there are a few steps you can take to start building your estate plan.

It doesn't have to complicated, so I am sharing 3 must-haves to include in your estate plan. There are more elements to think about including in your estate plan, but these should get you started.

———————————————————————————

Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

👉 Do you have your custom retirement strategy? If not, get started today.

🔔 Subscribe so you never miss an episode!

DISCLAIMER: This video is not meant to be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

86 episodes

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