Anatomy of a Good Estate Plan
In this episode, Lisa and John discuss the three things that every good estate plan should contain: incapacitation, asset transfers at death, and the people that you’re leaving behind.
In this episode, Lisa and John discuss the three things that every good estate plan should contain: incapacitation, asset transfers at death, and the people that you’re leaving behind.
In this episode, John Ross and Lisa Shoalmire discuss common bits of bad advice from fellow professionals: lawyers, accountants, financial advisors…Like the infamous ‘Dresser Drawer Deed’.