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Stephen Waltar: What Is Estate Planning?
Episode 13

Stephen Waltar: What Is Estate Planning?

Answers For Elders Radio Network · Suzanne Newman

April 22, 201712m 3s

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Show Notes

Stephen Waltar from Legacy Estate Planning in Bellvue, WA discusses estate planning. A good estate plan protects what you love and protects your wishes when you move on. Before people come in to talk about an estate plan, he likes them to answer a background questionnaire so he can meet them prepared. Are they married, have children, and information about their assets to find a plan that meets their needs.

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