Artwork

Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser 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.
Player FM - Podcast App
Go offline with the Player FM app!

Estate Planning And Trusts

7:18
 
Share
 

Manage episode 242320544 series 1233602
Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser 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.

Making sure you have a legal will in place is the first step in planning your estate – and one of the most important things you can do to protect your family. In this episode, Michael Atkinson, Senior Vice President of Wealth and Advice talks with Mark Braeder, a lawyer with Stewart, Aulinger & Company. Mark specializes in estate planning and trusts. You'll discover, 1: How planning your estate can reduce financial stress on your family. 2: Why it’s important to have a will. 3: How to choose the best executor for your will. 4: Using a will kit versus consulting with a lawyer. 5: The benefits of setting up a trust.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 242320544 series 1233602
Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser 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.

Making sure you have a legal will in place is the first step in planning your estate – and one of the most important things you can do to protect your family. In this episode, Michael Atkinson, Senior Vice President of Wealth and Advice talks with Mark Braeder, a lawyer with Stewart, Aulinger & Company. Mark specializes in estate planning and trusts. You'll discover, 1: How planning your estate can reduce financial stress on your family. 2: Why it’s important to have a will. 3: How to choose the best executor for your will. 4: Using a will kit versus consulting with a lawyer. 5: The benefits of setting up a trust.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide