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Estate Planning for Everyone

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Manage episode 497256690 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
There is a common misconception that estate planning is exclusively for the rich, but many of the legal tools that estate attorneys provide are useful for people from all walks of life. Nathan speaks with estate planning attorney and long time friend of the show, Andy Nault, to discuss some estate planning documents that you should consider having in place, how to avoid some common mistakes, and much more. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Andy Nault; Air Date: 7/25/2025; Original Air Date: 6/6/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

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100 episodes

Artwork
iconShare
 
Manage episode 497256690 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
There is a common misconception that estate planning is exclusively for the rich, but many of the legal tools that estate attorneys provide are useful for people from all walks of life. Nathan speaks with estate planning attorney and long time friend of the show, Andy Nault, to discuss some estate planning documents that you should consider having in place, how to avoid some common mistakes, and much more. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Andy Nault; Air Date: 7/25/2025; Original Air Date: 6/6/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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