Estate planning can sound like a far-off concept, but even if you have one single IRA or 401K from your place of work, you should be thinking about estate planning.
This week we'll cover: reasons to start planning (if you haven't yet), why where you live factors into your estate taxes, how to make sure your valuable items go to the exact people at the exact time you want, and more.
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Katherine Vessenes, JD, CFP®, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at Katherine@mdfinancialadvisors.com.