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Top Ten Estate Planning Takeaways, with Shawn Terrell
Manage episode 339641568 series 2815037
Contenuto fornito da Shawn Terrell. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Shawn Terrell o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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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