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Episode 31 - Myth Busters: Estate Planning

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Content provided by TriCord Advisors Podcast and Randy Barkley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TriCord Advisors Podcast and Randy Barkley 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.
Join Laura Lee and Jeremiah Lee as they debunk common myths about estate planning. Tune in as they they tackle issues and misconceptions such as: 00:00 Introduction and Discussion about Riverside Cookie Shop 03:02 Debunking Common Myths About Estate Planning 08:05 The Importance of Estate Planning While Still Alive 12:01 The Value of a Trust, Even with Just a House 18:59 Avoiding Family Conflicts Through Clear Estate Planning 23:01 Leaving a Legacy: Including Charitable Organizations in Estate Plans Learn why planning ahead is crucial to ensure your assets are distributed according to your wishes and to avoid unnecessary legal complications. Don’t miss this valuable discussion on securing your legacy and peace of mind.
  continue reading

248 episoade

Artwork
iconDistribuie
 
Manage episode 435467027 series 1261169
Content provided by TriCord Advisors Podcast and Randy Barkley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TriCord Advisors Podcast and Randy Barkley 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.
Join Laura Lee and Jeremiah Lee as they debunk common myths about estate planning. Tune in as they they tackle issues and misconceptions such as: 00:00 Introduction and Discussion about Riverside Cookie Shop 03:02 Debunking Common Myths About Estate Planning 08:05 The Importance of Estate Planning While Still Alive 12:01 The Value of a Trust, Even with Just a House 18:59 Avoiding Family Conflicts Through Clear Estate Planning 23:01 Leaving a Legacy: Including Charitable Organizations in Estate Plans Learn why planning ahead is crucial to ensure your assets are distributed according to your wishes and to avoid unnecessary legal complications. Don’t miss this valuable discussion on securing your legacy and peace of mind.
  continue reading

248 episoade

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