Emily & Amanda get into the practical side of estate planning. We know most Americans don't have their affairs in order, but where can you start? They discuss easy and practical steps you can take today to begin the process.
Listener question! In this episode we answer: "How much life insurance do I need?"
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- Propel’s webinar on estate planning: Navigating the Dark Cloud: Planning Before and After a Loved One’s Death
- Estate Planning Checklist PDF File.pdf
- Leaving Assets to Charity
- A Chicago man quietly left behind $11 million.
Connecting the Dollars podcast and additional resource links are for informational purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Propel Financial Advisors cannot guarantee that the information herein is accurate, complete, or timely. Propel Financial Advisors makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Propel Financial Advisors may change their outlook at any time.