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Ep. 08 Estate Planning: Who's Getting Grandma's House?
Manage episode 417427022 series 3551585
Kandungan disediakan oleh Aisha and Jess. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Aisha and Jess atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this episode we are joined by one of our favorite Financial Advisors, Erick Blank, CFP, ChFC, CLU, RICP. Tap in as we make estate planning more approachable.
Do-It-Yourself Estate Planning with Trust & Will
Erick's gift. If you have educational questions about estate planning or are interested in working with Erick, contact him via email at: erick.blank@nm.com.
Palate Cleanser
- Super Freak, The Rick James Story
- Mexodus
- Hot Wing King
- August Wilson’s Gem of the Ocean at Arena Players
Watch us on YouTube: @weneedacodeword
Contact us: weneedacodeword@gmail.com
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1. Welcome Back! (00:00:00)
2. Check-in (00:02:40)
3. Make estate planning approachable (00:07:55)
4. The components of an estate plan (00:10:50)
5. Estate planning for everyone (00:13:08)
6. When should you start estate planning (00:14:50)
7. Estate planning on a budget (00:17:30)
8. Estate planning for blended families (00:23:30)
9. Review your estate plan (00:27:40)
10. Estate planning advice (00:29:55)
11. Erick’s gift to our listeners (00:33:30)
12. Palate Cleanser (00:34:30)
8 episod
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