End-of-life financial planning can be a sensitive subject, but it's a crucial one. Crescent Grove Advisors managing director and senior client advisor Gregg ...
End-of-life financial planning can be a sensitive subject, but it's a crucial one. Crescent Grove Advisors managing director and senior client advisor Gregg George joins Wealth! to discuss how individuals should approach this important task.
Um, and, and presumably with a, a long life expectancy, uh, things happen and unfortunately, bad things can happen. You've worked to accumulate and you have the right to uh dictate how, how things play out once, once you've passed away.Is there something you should be doing differently than the individual um from the standpoint of uh looking at things.
And the other thing you have the benefit of is, is time you've seen those Children who, maybe when you executed your first set of plans, they were five and six years old and now they're 15 and 16 and so on. And, and one of the ancillary benefits of doing that is you as an individual, get to sit there and witness the impact that it's having on those who uh have received.
Crescent Grove Advisors Financial Planning Managing Director
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