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Estate & Legacy Planning

Financial Planning Friday’s – Estate Planning with a Purpose

This short teaser introduces estate planning with a purpose, pointing to Financial Planning Fridays Episode 9. It frames the discussion of transferring assets efficiently and easily to your beneficiaries that the full episode covers.

Jerry DavidseFinancial Planning Fridays

This short teaser introduces estate planning with a purpose, pointing to Financial Planning Fridays Episode 9. It frames the discussion of transferring assets efficiently and easily to your beneficiaries that the full episode covers.

Key takeaways

  • This teaser introduces purposeful estate planning, covered in Episode 9.
  • A good estate plan transfers assets to beneficiaries efficiently under current law.
  • Estate planning also eases the process for loved ones during a difficult time.
  • Full detail lives in Financial Planning Fridays Episode 9.

Episode #9 – Estate Planning with a Purpose

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Written by

Jerry Davidse

Chief Executive Officer · CFP®

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