May 24, 2024

The financial planning calendar has its busy seasons. Things are typically busier at the beginning of the year for tax planning and towards the end of the year as people try to figure out what they need to get done before December ends. During the summer, there aren’t any deadlines necessarily so we’ll see things slow down a bit, and that’s a great time to take a closer look at your estate plan.

In this episode of the Money Wisdom podcast, Nicolas Colantuono, CFP® makes his first appearance on the show to talk about the importance of estate planning regardless of how much money you’ve saved or how many assets you own. Many of us dismiss it as something only the wealthy need to worry about, but we’ll dispel this myth and explain why it applies to everyone, regardless of their net worth.

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

• Our process for helping clients with their estate plan.  
• The differences between a will and a trust.
• A big part of estate planning is making your estate more tax efficient.
• The alarming number of people who don’t even have a will.

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