Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their family and legacy. In this episode of The Family Finance Podcast, we break down the essentials of wills, trusts, and key documents to ensure your loved ones are cared for. Tune in to learn how to create a solid estate plan without stress or confusion!
DISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.
