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Mastering Estate Planning: Protecting Your Family's Future

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Manage episode 410571873 series 3562538
Content provided by Deb Meyer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deb Meyer 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.

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

Get Basic Documents Online

Connect with Deb Meyer

Website

Get a copy of Redefining Family Wealth

  continue reading

15 episodes

Artwork
iconShare
 
Manage episode 410571873 series 3562538
Content provided by Deb Meyer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Deb Meyer 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.

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

Get Basic Documents Online

Connect with Deb Meyer

Website

Get a copy of Redefining Family Wealth

  continue reading

15 episodes

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