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The decisions you choose to make and those you ignore or overlook for your estateplan will have long-lasting and permanent ramifications. Don’t let the significance of estateplanning prevent you from getting started. When it comes to your estateplan, just jump in and get started. Of course not!
Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen WealthAdvisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Seminars don’t work. Do you have an estateplan?
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