Episode #210: 5 Key Estate Planning Tools Everyone Should Consider


Experiencing a family member passing away can be the toughest and most emotional experience. Most families don’t realize until after mourning that they have to figure out what to do with that individual’s estate, burial wishes, or final expenses. Things can get tricky and cause tension within the family, especially if an individual passes before establishing any of these items beforehand. Give your family, and yourself, peace of mind when it comes to planning for that stage of life.

In this episode of Money Script Monday, Adam dives into powerful estate and succession planning tools to consider that will help you prepare for the unexpected in retirement.

Resources Provided for This Episode

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About Adam Reyna

Adam Reyna is a Senior Field Support Representative at LifePro. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.


This information is meant for educational purposes only.

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