The Perry Richey Group Podcast
Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
Estate Planning Basics Part One: What Everyone Should Know About Estate Planning
In part one of our Estate Planning Basics Series, Shawn is joined on the podcast by Ella Neely, an Estate Planner with Baird’s Financial and Estate Planning Department. Together Shawn and Ella go over the basic documents everyone should consider putting into their estate plan. They also tackle common questions such as “When is it necessary to get a will?”, and “What is a Health Care Directive?”
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