Why everyone needs an estate plan with David Wills

An estate plan is about more than deciding where your money will go. It’s a story you’re telling the people who come after you about what’s important to you. In this episode of Faith & Finance, David Wills and Rob West discuss how thoughtful planning can help you pass on your values, not just your valuables and a leave a legacy of generosity.

David invites you to think beyond legal documents and consider who will benefit from what you leave behind, what kinds of resources you hope to pass on, and when those resources should be received by your heirs.