What would happen to your assets if something happened to you tomorrow?
It might not be the most fun conversation to have, but it’s one of the most important.
In this episode, Mike Heckman is joined by Joe Dallo from Dallo Estate Planning to uncover the importance of creating legal documents for businesses and personal assets. Joe explains the difference between a will and a trust, the significance of updating estate plans after major life events, and the benefits of using a ladybird deed or putting a property into a trust.
Joe discusses:
- The role of estate planning in your long-term financial plan
- The difference between wills and trusts
- The process and value of continuously updating your will
- How to avoid family complications when incorporating real estate in your estate plan
- And more!
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