Ask The Experts Segment
Recorded on July 13, 2023
Joel Gratz, Managing Partner and CPA, takes the show with Bill Dean on KWLM’s talk show by sharing what you need to know about estate planning.
Estate planning is a very individualized process and no two situations are ever the same. Hear a story of estate planning within one of his client experiences and decide if your final wishes are in line today.
It’s a great reminder to have important money conversations with your loved ones and check on your beneficiaries!