Estate Planning: Wills, Trusts, & Beneficiaries – SWL Webinar Episode
Topic: Estate Planning – Wills, Trusts, & Beneficiaries
Host: Matt Dicken – Founder & CEO, Strategic Wealth Designers
Navigating end of life discussions is never easy. Proper planning for your loved ones and spouse is critical. Founder and CEO Matt Dicken explores the importance of Estate Planning. He highlights the best ways financially to establish Wills, Trusts and Beneficiaries. The SECURE ACT recently changed some legalities around these entities. Watch to learn how to better position you and your loved ones. Plus, Matt introduces an all-digital method to secure your estate planning documents for a fraction of the cost of a traditional in-office attorney visit!
