Sequoia Investments and Insights

Episode 7: 5 Estate Planning Basics Everybody Should Consider

May 11th, 2019  •  9 mins 46 secs  •  Download (11.1 MB)  •  Link with Timestamp

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Join Sequoia's Senior Manager of Wealth Planning, Michael Baker for five estate planning basics you should consider. This includes the importance of having a basic estate plan in place and five documents you should consider including in your estate plan. Benjamin Franklin said it best, "Nothing in this world can be said to be certain, except death and taxes.” By the end of this episode you will have a better understanding of how to plan for those very certainties!