In this podcast episode we explore the concept of the Final Financial Plan. The Final Financial Plan is essentially a roadmap for those that are left to help settle the estate, such as the executor or trustee. It lays out where any important information is and how to access financial accounts. This document serves as a guide for organizing any wishes that typically wouldn't be put in a will. It is not a legal document but really just adds instruction and clarity to the estate settlement process. Listen to Ben and Adam give all the details of what is included in a Final Financial Plan and why it is important for estate planning in this podcast episode.
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
