Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss the importance of an Estate and how to set one up.
December 11, 2024
Estate Planning
Key Takeaways
- Two mistakes: neglecting to put together an Estate plan or drafting one but never funding it.
- A will alone will not protect you from Probate.
- Funding a trust means retitling items, such as deeds, bank or retirement accounts and insurance policies.
