EPISODE 11: All About Estate Planning

Curtis Olsen is an experienced Estate Planner for over 10 years and has done over a thousand estates. Curtis started in the financial planning game years ago and continues to stay close int he legal services industry.

To get started we should talk about some of the questions that will be discussed in the podcast, like is it helpful for families to actually talk about death and assigning kids to be the trustee or there’s assets out there, is it wise to have discussions about it prior to passing away? Is there a process that has to do with changing the beneficiary or listing the ownership of the asset to be the trust?

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