Overview of the documents, terms and tools used in estate planning.

Links in this video:

Retirement Planning Insights www.tenonfinancial.com/newsletter
Taxes in Retirement www.facebook.com/groups/taxesinretirement

#EstatePlanning

DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.