EP 41 - Death & Taxes - Wills vs Estates - The Difference Between a Will & An Estate Plan - Ashley Harmon episode artwork

EPISODE · Jul 17, 2023 · 40 MIN

EP 41 - Death & Taxes - Wills vs Estates - The Difference Between a Will & An Estate Plan - Ashley Harmon

from The Clear Money Mindset · host Ben Davies

“Nothing is Certain but Death & Taxes”- Benjamin Franklin    A Will is a great start to an Estate Plan and sometimes a properly done Will is enough, but sometimes a Will is not the best option when it comes to our final planning needs, and it can fall short - leading to a costly and stressful settlement after our death. In today's podcast we have Ashley Harmon, a Lawyer, and Partner with Hogarth Hermiston Severs LLP. Ashley specializes in Estate Planning. Ben and Ashley shine some light on a topic that is not always openly discussed but is important to understand, having a proper plan in place is essential and it can help relieve some of the burdens on your family after you pass away.   Some of the topics include:    ➡️The difference between a Will and an Estate.   ➡️The scope of a Will.   ➡️The various components of Estate Plans.   ➡️How and when an Estate plan may be more advantageous than a Will.  ➡️The legal considerations of both Wills & Estates.    

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EP 41 - Death & Taxes - Wills vs Estates - The Difference Between a Will & An Estate Plan - Ashley Harmon

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