Why Estate Planning, Part 6

Episode 93 – An estate plan is the foundation of a financial plan to help preserve and distribute the wealth and assets you worked so hard to accumulate, and to financially protect you and your family in the event of sickness, injury, illness, mental incapacity or death. Listen to this podcast to learn more about creating an estate plan and the role a Special Needs Trust may play in that plan if you have a dependent with special needs.