EPISODE · Jun 23, 2022 · 1H
Estate Planning 101 with Scott Sweitzer
from The REI Concierge Podcast
Tim and Lisa are thrilled to have Scott Sweitzer back on the podcast!Last time, Scott helped us understand closings and title attorneys. Check out Episode 44 if you haven't yet heard it.This episode, we ask Scott to explain the basics of Estate Planning and setting up Trusts. We really zeroed in on the foundation to help those of us who know the words "Estate Planning" and "Trusts" but don't really know how it works, or what we should do about it.This is very practical and we hope it'll be useful for all!Scott's websites:Prime SettlementPrime Estate PlanningConnect with Scott:LinkedIn: https://www.linkedin.com/in/scott-sweitzer-6a30135LinkedIn: https://www.linkedin.com/company/prime-settlement-incLinkedIn: https://www.linkedin.com/company/prime-estate-planningInstagram: www.instagram.com/primeestateplanningInstagram: www.instagram.com/primesettlementFacebook: www.facebook.com/PrimeSettlementFacebook: www.facebook.com/PrimeEstatePlanningConnect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with JeanLearn more at thereiconcierge.com
What this episode covers
Tim and Lisa are thrilled to have Scott Sweitzer back on the podcast! Last time, Scott helped us understand closings and title attorneys. Check out Episode 44 if you haven't yet heard it. This episode, we ask Scott to explain the basics of Estate Planning and setting up Trusts. We really zeroed in on the foundation to help those of us who know the words "Estate Planning" and "Trusts" but don't really know how it works, or what we should do about it. This is very practical and w...
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Estate Planning 101 with Scott Sweitzer
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