Your Life Simplified

Creating Your Estate Plan

May 25, 2023

While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can make a significant impact on how your wealth is transferred and helps ensure that your wishes are followed. Ben Voelker, director of wealth strategy, joins this episode of Your Life Simplified to share what you should consider when creating your plan.

Contact Us

This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our cookie policy.

Accept Decline