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Do I need an estate plan?

February 27, 2022
Shannon

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Join CEO + Founder of Forethought Planning Shannon Foreman as she hosts “Money on Your Mind” a weekly social series answering your financial questions. Do I need an estate plan? Is this something you have asked yourself … and my answer is YES. On today’s episode of Money on Your Mind, I am sharing with you all the reasons why you need a plan and the more complex your financial life is the more you will need it. Take a listen to understand what you need before you pass away and also leading up to that time.

Disclaimer: We will not be delivering direct advice to your financial situations. These segments will be made available as educational resources for you to take back to your personal board of directors – financial planner/advisor, accountant/tax preparer, and/or attorney.

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