What's an Estate Plan?

Podcast: Money & Taxes from Bb to XYZ · Financial Planning Fort Collins

Opublikowano: 2025-10-02

You’ve probably heard of a will. But what makes up a full estate plan? Regina Neenan, CFP®, and Jason Speciner, CFP®, EA, review the high points of creating a real estate plan. From beneficiary designations to using technology tools to build a basic estate plan or working through everything with an estate attorney, they’ll discuss why it’s important and what goes into it from a financial perspective. This discussion about estate planning does not constitute legal advice. Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or...