In the latest edition of the Rubach Wealth Community Spotlight, Elke has a chat with Erin Bury, CEO of Willful. Let’s face it, life can get busy and to-do lists can seem never-ending. The thought of putting together a will can be unnerving. Erin and her team at Willful, did the heavy lifting to make estate planning as painless as possible while skipping an expensive visit to a lawyer.

Financial Planning, Retirement Planning, and Estate Planning; what do they all mean and what is the difference. The challenge to answering these questions is there is no universal definition. Everywhere you look, these terms are sometimes being interchanged to mean the same thing. Hear Erin and Elke explain why having a will in place is a crucial component of your estate plan.


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For information about Willful visit https://www.willful.co/
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The Intersections of Wealth Podcast https://anchor.fm/rubachwealth