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Content provided by Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck 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.
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034: The Importance of Estate Planning for First Responders with Keith McManus & Dave Chaves

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Manage episode 367300872 series 3001511
Content provided by Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck 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.

When a first responder arrives on the scene, they don’t always have the privilege of knowing exactly what to expect. And many of these calls are high pressure situations where seconds can make the difference between life and death.

First responders provide protection to their community, but there is also a need for them to provide protection for their families should anything happen to them at the scene or even years later.

That's why we’re thrilled to be joined by Keith McManus and Dave Chaves. Keith and Dave are attorneys from McManus Estate Planning, and they know how difficult it is for a family to settle an estate when a family is already suffering and recovering from a tragic event.

In this episode, we dig into the importance of estate planning for first responders, why estate planning is important for adult children, and why meeting with an expert estate planner is crucial to make sure everything is done properly so that you and your family are protected.

In this podcast interview, you’ll learn:

  • The benefits of having a will and the added benefits of having a trust.
  • The key components of living trusts for first responders.
  • How to start the estate and trust planning process.
  • How to incorporate your family’s values into its estate planning documents.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

Connect With Us on Social

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 367300872 series 3001511
Content provided by Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck 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.

When a first responder arrives on the scene, they don’t always have the privilege of knowing exactly what to expect. And many of these calls are high pressure situations where seconds can make the difference between life and death.

First responders provide protection to their community, but there is also a need for them to provide protection for their families should anything happen to them at the scene or even years later.

That's why we’re thrilled to be joined by Keith McManus and Dave Chaves. Keith and Dave are attorneys from McManus Estate Planning, and they know how difficult it is for a family to settle an estate when a family is already suffering and recovering from a tragic event.

In this episode, we dig into the importance of estate planning for first responders, why estate planning is important for adult children, and why meeting with an expert estate planner is crucial to make sure everything is done properly so that you and your family are protected.

In this podcast interview, you’ll learn:

  • The benefits of having a will and the added benefits of having a trust.
  • The key components of living trusts for first responders.
  • How to start the estate and trust planning process.
  • How to incorporate your family’s values into its estate planning documents.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

Connect With Us on Social

  continue reading

62 episodes

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