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    Estate Planning Flags #2: Self-prepared Estate Plans

    Estate Planning Flags #2: Self-prepared Estate Plans

    FromThompson & Associates

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    Estate Planning Flags #2: Self-prepared Estate Plans

    FromThompson & Associates

    ratings:
    Length:
    19 minutes
    Released:
    Mar 12, 2018
    Format:
    Podcast episode

    Description

    In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss self-prepared estate plans. • What are self-prepared estate plans? • Are they common?• Are they valid?• What are the most common problems seen with self-prepared plans?
    Released:
    Mar 12, 2018
    Format:
    Podcast episode

    Titles in the series (99)

    Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.