The "True Cost" of an Estate Plan

July 20, 2021 by Autumn Bryant

In this episode, Tammi and Rick discuss the cost(s) of an estate plan. Typically, clients “shop”, advisors refer, and attorneys price based on the cost of the documents. In reality, there are THREE costs to any estate plan.

We review the pricing from the point of view of all involved, including both direct and indirect impact. Another “24 Hour Thinker” episode that will challenge you to think through the cost issue fully!

With co-host Tammi Brannan.