‼️ Investors! The costly mistake that could reduce your children's wealth! 😱
In this weeks episode of The Investors Corner, we had the honour of welcoming Claire Earwaker Dos Reis, a specialist from Soteria Planning, to go deeply into the crucial area of trusts and probate in this eye-opening episode. This episode is essential listening if you're an investor or someone wanting to safeguard your family's financial future.
We explain the ideas of trusts and probate to help you understand them.
We highlight key differences between trusts and wills.
The Negative Impact on Investors Without Proper Planning and insightful information on the potential consequences for investors who fail to include trusts and probate in their financial planning.
Last but not least, we discuss the emotional and monetary costs that poor estate planning may have on your family and children.
⬇️ Find out more about our Claire here ⬇️
https://soteriaplanning.uk/introducing-claire-earwaker-dos-reis-our-newest-estate-planning-expert/
Connect with Claire here 🔗
🌐https://www.linkedin.com/in/claireedreis/?originalSubdomain=uk
📧 claire@soteriaplanning.uk
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🤝 Your hosts are Andy Brown & Mike Robson 🤝
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