Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Estate planning is about more than just wealth distribution—it’s about peace of mind.

In this episode, Hear Tyler Emrick, CFA®, CFP®, cover the fundamentals to start or update your estate planning journey. We’ll discuss how your financial advisor is best to guide the process while your attorney ensures legal alignment. Working together makes the journey better for you and more likely at your intended destination while reducing risks of unnecessary taxes, legal costs, and family conflicts.

Here’s some of what we discuss in this episode:

• A story about how a lack of estate planning could derail everything you hoped to leave your loved ones.
• What we need to begin crafting the financial aspects of your estate plan.
• The role your advisor plays versus what the attorney will do.
• Tax considerations you need to be aware of so that you can ensure more wealth is passed along.
• The many benefits to estate planning.

Have questions?

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