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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Jul 24, 2018

The good news is that whether you realize it or not, you already have an estate plan. Every state in the union provides a process that will pass on your assets upon your death, unless you’ve planned otherwise. The bad news is that it may not be the one you want. In our podcast, Simplifying the Estate Planning Process, Brian Leitner and George Fernandez from Mariner Wealth Advisors break down how to make sure your assets are passed on the right people at the right time and the right way. They take the legal-speak out of the discussion and make it simple. This podcast provides information to help ensure your wishes regarding your assets are considered…and simplifies the entire process. If you have questions or topics you would like us to cover, please email podcast@marinerwealthadvisors.com