))
Will Preparation: Hard Data Collection – Episode 129: Purpose with Mark Bertrang, Author, Investments Don’t Hug
Manage episode 354765138 series 2796970
Content provided by Mark Bertrang. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Bertrang or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Before you discuss will-planning with an attorney, prepare your hard data collection. Mark’s guest – Katelyn Doyle, attorney with Johns, Flaherty & Collins, SC discusses those items you may wish to outline prior to your first meeting with a lawyer. Our discussion includes a conversation of your dependents, special needs individual who maybe in your life, life insurance, debt, retirement account balances, non-retirement balance, second homes, business assets, real estate investments, personal representatives, executors, guardians, trustees, trust distributions & payouts for your children, guardian gifting, default estate planning, charitable giving and having a financial power of attorney.
If you would like to request a copy of our fillable will preparation form used during this podcast, please email us at service@financialoscopy.com and include “Will Prep Form Request” in the subject line.
Here is an additional resource you may wish to listen to:
Advanced Healthcare Directives
https://traffic.libsyn.com/secure/investmentsdonthug/Denise_Nicholson.mp3
146 episoade
Distribuie
