How to Setup an Estate Plan if You’ve Never Put One Together Before

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Show Notes

When you hear “estate planning,” you might think of grand mansions, legal jargon, and hefty inheritances.

But estate planning isn’t just for the wealthy—it’s essential for anyone who wants to protect their assets, ensure their wishes are followed, and care for their loved ones after they’re gone.

In this episode, we’ll break down the basics of creating an effective estate plan. From identifying your assets and selecting heirs to appointing trusted individuals to manage your affairs, we cover it all.

I’ll also discuss the importance of keeping your estate plan current with life changes and tax laws to ensure it continues to serve its purpose.

Estate planning is a smart move for everyone, regardless of the size of your estate. Tune in to learn how to safeguard your financial future and make a lasting impact.

Read this article at https://legacygenone.com

Learn more at https://linktr.ee/genonelegacy

Be sure to follow me on Twitter & Instagram: @genonelegacy

Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

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