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Mastering Estate Planning: Protecting Your Family's Future
Manage episode 410571873 series 3562538
Nội dung được cung cấp bởi Deb Meyer. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Deb Meyer hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Navigating the legal labyrinth of estate planning can be overwhelming, but the peace of mind it brings is priceless—Deb has seen the difference firsthand. Through heartfelt anecdotes, Deb unravels why every parent needs to take this act of love seriously, ensuring their children's guardianship and the handling of their affairs are well examined.
Join her as we delve into the often-overlooked yet essential steps of estate planning, from appointing decision-makers for your health and finances to the intricacies of selecting a guardian for your children. It's not just about wealth; it's about safeguarding your family's future.
This episode isn't just a discussion; it's a treasure trove of actionable insights. Tune in and arm yourself with the knowledge to protect your loved ones for generations to come.
Episode Highlights
(02:35 - 03:18) Planning for Your Family's Financial Future
(15:01 - 15:43) Selecting a Trustee for Financial Responsibility
(20:03 - 21:07) Importance of Estate Planning Attorney
(23:52 - 24:57) Retirement Beneficiary Designations for Trusts
Resources
Download Your FREE Family Finance Starter Guide
Search for an Estate Planning Attorney
Connect with Deb Meyer
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