))
Why (Almost) Everyone Needs an Estate Plan
Manage episode 403552966 series 3428540
İçerik Lucia Capital Group tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Lucia Capital Group veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Do you care what happens to your money and your assets after you die? Most people would probably answer that with an emphatic “yes,” even if they don’t have multiple millions saved up.
Whether you know exactly where you want your money to go, or you only know where you DON’T want your money to go, it’s crucial to have the legal documents in place to make sure your wishes are followed.
Today’s podcast features our special guest, San Diego Estate Planning Attorney Rod Hatley, J.D. LL.M., as we talk about what to expect when setting up an estate plan, what they cover, and why it’s so important to have everything in order. Rod is here with host Johnny Dean and “Professor” Rick Plum, CFP® to talk about what you need to know on our latest episode of Managing Your Financial Future!
199 bölüm
Paylaş
