How to Prepare for An Estate Planning Meeting With John Williams

The Agent of Wealth

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1y ago 22:00

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Are you feeling overwhelmed or uncertain about estate planning? We got you covered in this episode of The Agent of Wealth Podcast. Together, Marc Bautis and John Williams break down what you should know about the process before your first estate planning session. From identifying critical decisions about your assets to getting clear on your estate planning goals, digesting this information can help you make well-informed choices tailored to your unique needs.

In this episode, you will learn:

What relevant information you’ll need to bring to your first estate planning meeting.
How to determine your goals and objectives for estate planning.
The differences between the key players in your estate plan – beneficiaries, heirs, guardian, executor and trustee.
The most common estate planning documents.
And more!

Resources:
Episode Transcript & Blog | MyAdvocate | Episode 60 – How Using a Professional Executor Can Improve Your Estate Planning with Anthony Park | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

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