Matthew Wiley is a managing partner at Wiley Etter, LLC, who are passionate about helping you plan for the future. Matthew believes in two fundamental principles, estate, and financial planning should be simple and focused on the client’s needs. He works with a team of advisors, accountants, and other professionals to ensure that his clients’ needs come first… Always.
During this episode, you’ll be given the tools and techniques to create a financial and legal plan for your future regardless of your wealth level. Find out some of the most important documents you’ll need when preparing your estate plan. Learn the proper process so that you can successfully transfer wealth to your heirs.
Listen to the end as Johnny FD and Sam Marks reveal exactly what their wills include.
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