Simply Financial With Christopher Calandra

Season 1 - Episode 11: Basics in Estate Planning with Eric Millhorn

Episode Summary

In this episode, Chris interviews attorney Eric Millhorn about basics in estate planning. They cover a range of topics including the difference between getting a will & creating an estate plan. Who should have an estate plan? What are the basic “must haves” for everyone? What are the downsides of not doing an estate plan? Why don't people do estate plans? How do you choose an attorney for estate planning? When is it too late to do estate planning? They also touch upon beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance and more.

Episode Notes

Guest: Eric Millhorn, Attorney and Partner at Millhorn Elder Law Planning Group LLC

 www.elliottwealth.com