Financial Knowledge

Estate planner Kate Maier joins the show to talk about the things people don’t know and should about estate planning.

Questions Answered Include: 

  • If I want to start putting my estate together can I just find an attorney? Who should I be looking to work with if I’m not a client of your firm? 
  • If I don’t have a lot of assets, but my home holds a lot of value, how do I split that physical property up between my two children? Would they need to sell the home to get equal inheritances?

Full Episode


Featured Segment: Estate Planning


Featured Question


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Neither Wealth Enhancement Group nor LPL Financial provides tax or legal advice.