Episode 340
Smart Estate Planning Can Save You Money and Your Privacy
Money Tree Investing · Money Tree Investing Podcast
March 19, 20211h 3m
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Show Notes
Want to learn the secrets of smart estate planning strategies?
This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early.
For more information, visit the show notes at https://moneytreepodcast.com/smart-estate-planning-ali-katz
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection