Estate Planning Misconceptions: Why a Will Is Just the Start

Estate Planning Misconceptions: Why a Will Is Just the Start

Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.

🔗 Watch the full conversation here: https://www.moneytalkgo.com/video/estate-planning-misconceptions-why-a-will-may-not-be-enough/

Written by Fred Zhou

Husband, father, and lifelong learner. Sharing reflections on family, health, and wealth every Thursday.