Estate Planning is the sixth and final step in the six part financial planning acronym R.E.T.I.R.E. that forms the foundation of developing a solid financial plan and pathway to financial independence.

In this episode Eric and Matt cover some of the basic tenets of Estate Planning including what having an estate plan means, the basic types of estate planning documents, and more.

Learn more about estate planning concepts such as:

  • What happens if you DONT have an estate plan in place
  • The basic estate planning documents
  • Irrevocable Life Insurance Trusts

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