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Estate Plans: Debunking Myths & Unpacking the Crap Spackle
Manage episode 455883771 series 3587117
Treść dostarczona przez Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Keli Alo & Mark Robinson, Keli Alo, and Mark Robinson lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Think estate planning is just for the wealthy? Think again! We bust this and other common myths wide open in our latest episode, where we blend humor with insightful analysis to make estate planning a topic everyone can understand and appreciate. You’ll learn why estate planning isn’t just a financial tool for the elite but a vital step for anyone who wants to ensure their wishes are respected and their loved ones are cared for, regardless of the size of their estate. We even throw in a playful playlist of estate-themed tunes to keep the mood light as we tackle this serious subject.
We dive deep into the essential documents that form the backbone of a comprehensive estate plan, from powers of attorney and living wills to trusts and beneficiary designations. Discover how these important tools empower you and your designated individuals to manage your affairs during times of incapacitation. We aim to equip you with the knowledge to confront life's uncertainties with confidence, ensuring your assets are distributed as you wish and providing peace of mind for you and your loved ones. Join us in navigating through these essential conversations with a mix of levity and gravity, challenging conventional wisdom and empowering you to set up a solid plan for the future.
We love to hear your thoughts, questions, and ideas. Send us a text!
Developing your financial bullshit sniffer one episode at a time.
Rozdziały
1. Estate Plans: Debunking Myths & Unpacking the Crap Spackle (00:00:00)
2. What will you discuss and plan for? (00:01:16)
3. The Perfect Plan approach (00:02:13)
4. The greatest musical album ever assembled (00:02:59)
5. Frequent myths you may have heard about (00:05:10)
6. Solving for the uncertainties of life (00:05:59)
7. Get clear about myths and reality (00:07:43)
8. The Will, POA, Living Will & Trust (00:14:03)
9. The powerful Beneficiary Form (00:22:53)
10. Wrapping up (00:24:54)
20 odcinków
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