Savvy Generational Planning – Why Estate Planning? Why Now?

Hosted By: Matt Murphy CFP®

Topics discussed:

• • Even if you don’t have an estate TAX problem, estate planning is still just as important
  • Do you want the government to decide where your money goes when you die, or who will care for you if you are sick?
  • Are you comfortable with your in-laws or other family members potentially having control over or inheriting your hard earned money?
  • Has your life changed at all since you initially set up your will or trust?