Smart Retirement

Episode 26: Estate Planning "101" - The Basics

June 23rd, 2020  •  40 mins 8 secs  •  Download (55.1 MB)  •  Link with Timestamp

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In this episode Mike & Matt have the pleasure of interviewing, Mark Hall, an attorney of Mark E. Hall, PC law firm to discuss the basics of wills or trusts and where they might make sense. Mark Hall also goes over the basic details of why there are different forms of trusts to have in place depending on your personal financial situation. As a gift to our listeners, Mike & Matt have gotten Mark to agree to complete a new Trust for you, or review your Trust, at a promotional rate. Take a listen and help protect your beneficiaries assets as best you can. Call us for more information at (866) 53-Retire