The theme this month is planning for your future, and Carla has touched on a variety of ways to set yourself up for financial success (psst go listen to last week’s episode). But, there is a slightly more morbid piece to the financial puzzle that cannot be overlooked. On today’s episode, Carla welcomes tax and estate specialist Doug Carroll to discuss the do’s and don’ts of estate planning. Doug walks listeners through the process and planning of an estate and shares tips to make the experience a little less stressful. Far too many of us put this incredibly important process off until we are older, so tune in to hear how you take care of yourself and your loved ones today, tomorrow, and beyond. 

Today’s topics include: 

• What estate planning means and what’s involved 
  
• The pros and cons of creating a will online 
  
• Why people procrastinate and small steps to begin the process 
  
• Probate myths 
  

Learn more about Doug Carroll HERE 

Register for the 2022 Wealth Webinar - From Estate Planning to Estate Do-ing 

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