Money Tip – Estate Planning Document Review

Money Tip – Estate Planning Document Review

In this week’s Money Tip, Liz Gillette talks about what your financial planners should be reviewing when looking at your estate planning documents. Even the most basic things, like formalities, timeline of events, and important definitions to know are crucial to include. Liz talks about the 5 most common things to double check when you’re reviewing your estate planning documents.

Liz Gillette
Liz Gillette
liz@mainstreetplanning.com

Liz has tackled her own path to financial freedom, paying off student loan debt & medical bills, and consequently acquired a passion for empowering other women and men to transform their fiscal lives. Her aspiration is to bring clarity and simplicity to personal finance while aligning clients’ unique personal values to their spending.

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