Estate Planning Basics

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

Opublikowano: 2026-04-02

In this episode of Money and Taxes from Bb to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, walk through estate planning from a financial planning standpoint. It's important to note that neither Jason nor Regina is an attorney, and the information provided in this episode is not legal advice. They explain why it's crucial to work with a licensed attorney to create and update estate planning documents and touch on why so many people delay this important task. Jason and Regina also discuss the emotional and financial barriers that can make estate planning feel intimidating, while emp...