Landmark Wealth Management Group

Landmark Wealth Management Group


Why Wait To Create An Estate Plan? (Ep.9)

November 09, 2022

Everyone knows a will is essential in financial planning. So why doesn’t everyone have one? More importantly, how comprehensive is the plan?


In this episode, Tom Selbo dives into estate planning, who needs one and how it benefits the family even while you are living. He also shares stories about families without estate plans and how the government ended up distributing the assets with no will.


Tom discusses:


  • How an estate is passed without a will
  • What a comprehensive estate plan consists of
  • Who benefits from an estate plan
  • When you should start estate planning
  • And more

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The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.