Episode 4: Estate Planning

Oct 18, 2019

Duane and Aaron Johnson talk about the important elements of estate planning.

Here are just a handful of the things that we'll discuss:

  1. Know the difference between a Will and Trust
  2. Be sure your beneficiaries are correct on your accounts. Don’t assume your Will or Trust will take care of that for you.
  3. Make sure you update your Will or Trust periodically.
  4. Make sure you work with a Financial Planner that is looking out for your best interest and has knowledge of Estate Planning.



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