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Ep #98: Estate Planning 101: What to Include in Your Will

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Manage episode 429480219 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional 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://player.fm/legal.

We examine the essential aspects of estate planning, focusing on creating a comprehensive will. We also examine choosing the right executor, whether a family member or a professional service, highlighting three key scenarios to consider.

We discuss the importance of including digital assets in your will and the benefits of secondary wills for business owners to avoid probate fees on business shares. We also remind listeners to review and update their estate plans regularly to ensure they remain current and effective.

Read the full show notes and find more information here: Ep 98 Show Notes

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 429480219 series 3008801
Content provided by Joseph Curry and CFP Professional. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph Curry and CFP Professional 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://player.fm/legal.

We examine the essential aspects of estate planning, focusing on creating a comprehensive will. We also examine choosing the right executor, whether a family member or a professional service, highlighting three key scenarios to consider.

We discuss the importance of including digital assets in your will and the benefits of secondary wills for business owners to avoid probate fees on business shares. We also remind listeners to review and update their estate plans regularly to ensure they remain current and effective.

Read the full show notes and find more information here: Ep 98 Show Notes

  continue reading

100 episodes

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