Episode 17 - Estate Planning

In this episode of Blue Money, Kevin & Jim invite David J. Balcer, attorney at law, to have an in depth conversation about wills and estate planning. It’s a conversation many people don’t like to have, but it is a necessary one. Listen to find out all the reasons why you don’t want to leave things intestate, and what that means. David goes over how to ensure your assets are treated the way you want. He explains what may override a will and what happens if there is no will in place. The guys also talk about what a trust is and look at the similarities and differences between a trust and a will. If you’re wondering what “probate” is, that is discussed too. The majority of adult Americans don’t have their estate planning and will in place; don’t be part of that group. Listen to this episode to learn why estate planning is important, and then contact the guys at Valley Financial to help you get started. Contact David J Balcer 215-947-7090 [email protected] To contact Lt. Jim Donnelly: [email protected] To contact Kevin McGarry: [email protected] For a free financial assessment, or for more information visit valleyfinancial.com