I recently sat down with Krista McBeath, founder and President of McBeath Financial Group. Krista interviews professionals from around Central Illinois as a part of the McBeath Financial Focus Series–which covers topics with experts in fields relating to finances and retirement.
I was honored to be the first professional that Krista interviewed as part of her McBeath Financial Focus Series.
During the interview, Krista and I discussed a few common questions and some misconceptions about Estate Planning that I often encounter with clients.
Watch the entire video above, and you’ll discover that just a few simple estate planning documents can protect an individual’s wishes for their legacy. You’ll also find out:
Why an estate plan isn’t just for the wealthy
What happens if someone dies or becomes mentally incapacitated without an estate plan
If you need to worry about estate tax.
What “Probate” is and different strategies to avoid it.
If you think it is time to have an estate plan – or update an existing estate plan call the Ritchie Law Office, Ltd. at (309) 662-700 or Click Here to receive more information on how to get started.
McBeath Financial Group offers a free report on Maximizing the Estate Planning Value of Life Insurance. If you are interested in seeing this report or learning more about how strategic financial planning call McBeath Financial Group President Krista McBeath at 309-808-2224 or visit her website by CLICKING HERE.
This article is a service of Attorney Chad A. Ritchie and the Ritchie Law Office, Ltd. We don’t just draft documents at the Ritchie Law Office, Ltd. We ensure you make informed and empowered decisions about life and death for yourself and the people you love. That’s why we offer an RLO Estate Planning Discovery Meeting — during which you will get more financially organized than you’ve ever been before and make all the best choices for the people you love. You can begin by calling our office today at (309) 662-7000 to schedule an RLO Estate Planning Discovery Meeting and mention this article to find out how to get this $750 session at no charge. You can also schedule an RLO Estate Planning Discovery Meeting through our online calendaring system by clicking here.