ThimbleberryU

Nuts and Bolts of Estate Planning

Episode Notes

Estate planning isn't always easy to talk about, but it's a crucial element to anyone's financial plan.   Today, Amy Walls and Jon JAG Gay break down what you need to know, including:

• What is an estate plan?
• Does an attorney need to be involved?
• What is a Trust and what does it do?
• How much should I expect to pay for setting this up?
• What documentation do I need?
• Once it's set up, is the work done?

If you have questions about estate planning, or anything related to your financial future, reach out to Amy Walls and the team at Thimbleberry Financial at https://thimbleberryfinancial.com/

Or give them a call at 503-610-6510.