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Top Ten Estate Planning Takeaways, with Shawn Terrell
Manage episode 339641568 series 2815037
Innhold levert av Shawn Terrell. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shawn Terrell eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode Dentists, Puns, & Money, Shawn discusses his recent experience completing his family's estate planning and legal documents.
The process of completing estate planning and legal documents can be challenging, which is why many dentists delay.
In this episode, host Shawn Terrell shares his Top Ten Takeaways from recently completing his own estate documents.
In his work as a financial advisor, Shawn finds that most dentists have loose ends as it relates to their personal and dental practice legal documents.
Having recently completed his own estate documents, Shawn shares his experience.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
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