Estate and legacy planning can be a difficult issue to talk about because no one really likes having to address their own mortality. Today Mindy and Nolan look at this issue and some of the ways to best approach it with family members to make sure everyone knows what to expect, as well as planning for the surviving partner or spouse to be sure they still have the resources needed to keep their life going.
Wealth Michigan with the McIntoshes is a weekly radio program featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
