A Conversation about Estate Planning Documents and How They Impact Your Financial Assets

When it comes to estate planning, there is more to it than just signing documents and moving on. 

In this episode, Rachel Rasmussen and David Nienaber discuss the importance of implementing your estate plan and what you can expect after you sign those initial documents. Rachel and David share some information with you to help prevent the common concerns they hear from their clients. 

In this episode, you will learn:

  • What is estate planning? 
  • The importance of the implementation steps  
  • The assets that require your attention when estate planning 
  • The two types of Power of Attorney and what they do  
  • And more!

Tune in now as we uncover some of the most common concerns around estate planning and help you address them. 

Resources: Foster & Motley | 513-561-6640 | Foster & Motley LI | Rachel Rasmussen LI | Rachel Rasmussen | David Nienaber LI| David Nienaber