Cover Your Bases With Estate Planning

It’s baseball season, and whether you’re a Yankees, Mets or Red Sox fan (or other team), it’s important to make sure your bases are covered to have the best estate plan in place.

In this Life Happens podcast, get your peanuts and Cracker Jack ready as Aaron Connor and Frank Hemming take you out to the estate planning ball game!

You’ll learn the steps for proactive planning, as Aaron and Frank take you around the diamond:

First base: Having conversations with family about your wishes during and after life

Second base: Creating or updating estate documents, starting with the ‘Core Four’

Third base: Considering formation of a trust to avoid probate and protect assets

Home Run: Minimizing tax and preserving a legacy for children and grandchildren.

Enjoy this program…and “play ball!”