Episode 30 - Is Your Estate Plan In Good Shape?

We’re back! After a 6-month hiatus we are excited to welcome you back to the EVOfi podcast.

This episode discusses estate planning with our guest, Mike Bennett, Lead Estate Planner at Helios Integrated Planning. We to talk about top issues Mike sees in estate plans, 5 major decisions to make in your estate plan, and potential estate tax changes.

Join the EVO team in our new office to learn more about what you may be able to control through estate planning. Listen along at SpotifyApple Music, or Podbean.

Topics We Cover:

  • The 5 major decisions that go into creating an estate plan
  • Do we see the estate tax exemption being lowered in the future?
  • What can you control with legal documents?
  • As someone with young kids, what should my documents focus on?
  • When does a Trust based estate plan make sense?
  • How to handle your digital estate
  • The top issues seen in estate plans

Key Points and Features:

Have a specific topic you’d like us to discuss? Drop us a line at evofipodcast@gmail.com or connect with us on TwitterInstagram, or LinkedIn!