Episode Details

On this episode, Karl Eggerss welcomes guest Oliver Norman, CFP® to the podcast to discuss some items that may be missing from your estate plan. There are legal documents that are included in most estate plans. But, what about the non-legal items?

Topics discussed on this podcast:

• Estate Planning
• Personal Statement to My Heirs
• Will
• Legacy

For more information, go to https://www.creatingricherlives.com

#estateplanning #financialplanning #legacy #will #heirs @CAPTRUST