Ep # 42: Estate Planning Ideas When Children Are Not The Heirs

A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning

A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Ep # 42: Estate Planning Ideas When Children Are Not The Heirs
Jul 27, 2021 Season 1 Episode 42
Benjamin Haas

Have you ever thought of who you should leave your estate to?  Estate planning can be daunting with children as heirs, but even more difficult for those with no children or a surviving spouse.  Without a family to care for, you may feel that estate planning is not necessary.  However, everyone needs an estate plan and you can still be very thoughtful with leaving your legacy.  Listen to Adam and Ben discuss ideas for estate planning when there aren't obvious heirs to leave money to.

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.