Getting Started With Estate Planning

Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building out their estate plan. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/17/2025; Original Air Date: 11/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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