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Why (Almost) Everyone Needs an Estate Plan – Episode 166

Do you care what happens to your money and your assets after you die?  Most people would probably answer that with an emphatic “yes,” even if they don’t have multiple millions saved up.

Whether you know exactly where you want your money to go, or you only know where you DON’T want your money to go, it’s crucial to have the legal documents in place to make sure your wishes are followed.

Today’s podcast features our special guest, San Diego Estate Planning Attorney Rod Hatley, J.D. LL.M., as we talk about what to expect when setting up an estate plan, what they cover, and why it’s so important to have everything in order.  Rod is here with host Johnny Dean and “Professor” Rick Plum, CFP® to talk about what you need to know on our latest episode of Managing Your Financial Future!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial. Rod Hatley is not affiliated with Lucia Capital Group or LPL Financial. LPL ART-???? (02/24)

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