Guided Path 5-1 The Estate Plan Everyone Should Have with Jayson McGinnis The Financial Call

Not sure when to start creating your estate plan? Take this as your sign.
 
This first episode of season five provides an overview of estate planning and highlights the importance of protecting your assets and loved ones. 
 
Jayson McGinnis joins the conversation and discusses some of the misconceptions around estate planning, the key elements to consider, and some practical tips for those not knowing where to start with their plan.
 
Zacc, Laura, and Jayson discuss:
 
The important topics to discuss with your family when assembling an estate plan
What 4 documents should be in your “starter estate plan”
How your estate plan changes when minor children are involved
Some common misconceptions about estate planning and why they’re not just for wealthy individuals
And more
 
Resources:
Guided Path 2-4 Divorce, Remarriage and Death with Jayson McGinnis  
Connect with Capita Financial Network:
 
info@capitamail.com
tfc@capitamail.com
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call 
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
 
Connect with Jayson McGinnis:
 
LinkedIn: Jayson McGinnis
Capita Financial Network: Jayson McGinnis
 
About Our Guest: 
Jayson is a Wealth Advisor at Capita and a CFP® professional. He obtained his commercial pilot’s license while attending Utah Valley University and earned a Bachelor’s degree in Aviation Science. Jayson began his career in financial services in 2007 at Fidelity Investments. He joined Capita in 2019. His ability to simplify complex financial planning strategies has allowed him to educate and connect with clients. After serving a Russian-speaking mission in Sacramento, CA for his church he moved to Utah from his home state of Washington. He enjoys skiing and taking his family on vacation.