• Episode 45: Estate Planning with Jennifer King

  • Dec 16 2024
  • Length: 55 mins
  • Podcast

Episode 45: Estate Planning with Jennifer King

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  • Summary

  • As part of the comprehensive financial planning services we offer at Gulf Coast Financial Advisors, one of the most important segments of our client’s life we want to help get buttoned up is their estate planning needs. Now given that we are not attorneys ourselves, just financial advisors, to accomplish this we reach out to our preferred attorney partners, with Jennifer King's firm being at the top of the list. While Jennifer and her husband Dusty handle a multitude of legal services, what I wanted to focus on today were the 3-4 most common questions I often get from new clients.
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