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Does your estate plan reflect your actual values, or is it an amalgam of what you think an estate plan "should" be? When you're following someone else's blueprint (whether it's your neighbor's, your parents', or society's), you risk building a plan that looks right on paper, but doesn't reflect what matters to you. In this episode, SK Wealth Partner Mac Richards and Client Relationship Manager Andrew Cayer introduce the concept of intentional estate planning. You'll learn what it is and come away asking yourself the question that really matters: "Am I building a plan that reflects my values, or one I inherited unknowingly?"
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면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Matthew Neyland, CFA, CAIA에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
