When Your Will Is Not a Plan

Brent talks about online estate and trust document services. He explains why it isn’t “planning,” the difference between these online services and actual legal services, and how they are deceptively marketed to the masses. Brent also describes the historical context for the current structure and the need for access to legal services. In a buyer beware world, this is a warning to not equate these document preparation services with planning.

You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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