SmartWills
Tips around Wills, Estate and Probate planning
SmartWills
Episode 5 - The difference between Wills, Estate Planning and Probate Planning
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Tricia
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Season 1
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Episode 5
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Peter offers his SMARTWills services to ease the planning process for businesses and individuals, helping them reduce taxes on assets and protect the money they have worked so hard to earn. The name builds on the goal-setting SMART approach that stands for Specific, Measurable, Attainable, Realistic, and Timely goals.
In this podcast, we will cover the differences between preparing a Will versus an Estate Plan and a Probate Plan.
In addition to the definitions, we will show you how this can impact your family’s future and help with tax avoidance strategies.