Description

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. 

Meet the voices behind Making Margin:

• Nick

Special Guest: Allen Starrett

Today’s topic is all about estate planning and why it is so important.

Discussion topics:

• How Allen decided to get into estate law
• What are the important components of a complete estate plan?
• Why is it important for people to have those items?
• What can happen if they don’t?
• We find that convincing our clients that they need estate documents is one of the most difficult boxes to check. Why is that?

Take away: Make sure you have an estate plan and it is up to date!