It happens more often than you realize... someone you love passes away, and you thought you were listed as the beneficiary on their life insurance policy (or their investment account, or their (fill in the blank)). Only you realize it when it's too late that the beneficiary was not updated. Guess what? It's the perfect time to review your beneficiaries! In this episode, we talk about why your should review and update your beneficiaries.
21 Dec 2020
Why do you need an Estate Plan?
Lots of people are told they need an estate plan, but do you know WHY you need a plan? This episode explores the WHY behind estate planning.
18 Dec 2020
All about Planning to Go
Learn about Sonja Markwart, host of Planning to Go. Sonja owns Regent Law, PC, a law practice in Michigan, helping her clients plan for their future and caring for the people they love.
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Apple Podcasts (US)
5.0 / 5
7 ratings
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