6 Steps of Estate Planning With Ron Blue » Audio Archive » Faith & Finance

6 Steps of Estate Planning With Ron Blue

Faith & Finance

Christian talk radio with Rob West

July 5, 2023

Today, financial teacher and author Ron Blue joins us to discuss estate planning. He compares it to cooking a pie, where you need to take each step in order, from preparation to adding layers, to baking, and topping. Ron has identified six steps to the estate planning recipe: who, how much, when, strings or no strings, tools and techniques, and communication. He also answers listener questions about how long to hold onto tax documents and what happens to an insurance policy if the insurance company goes out of business. Everyone should go through these steps in their estate planning, regardless of how much they have to give or leave behind.

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