108: Preparing Your Successors with Matt Kasper The Guided Retirement Show

Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being transparent about your wishes with the next generation.
In this podcast interview, you’ll learn:
The two distinct sides of an estate plan Differences between will-based and trust-based plans The roles of co-trustees, successor trustees, corporate trustees, and contingent successor trustees Estate planning is individual Meet with Us: https://modwm.com/meet-with-us/ 
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To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/108
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