FDD Review Mastery Companion Course · FDD Summary Review Companion

12. Personal Estate Planning Recommendations

Key Points:

  • Not something Reidel Law Firm does, but it is important to be aware of and consider in the future
  • You can adjust your estate plan after you sign the franchise agreement but will want to do it sooner than later
  • Your plan will be based on what wealth you have and what you want to do with it in the future
  • Some options include: trusts, offshore holdings, retirement account/programs, etc