Investing

Sharing stories about life, liberty, the funny, and of course money!

August 10, 2021

Wills, trusts, and Estates…Oh My!

Sometimes figuring out the right legal framework seems like walking in OZ doesn't it! A Financial Advisor turned Estate Planning attorney; my guest Raina Bond lays out the recipe for success when it comes to preparing the proper plan for yourself. Raina says it’s not about Estate Planning, it’s about life planning – Life Fulfillment Planning. You’re not planning your death, you’re planning to live well and leave a legacy. We cover a lot of ground and layout what the essentials are as so you can approach planning with confidence.

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