Estate Planning Conversations Part One episode artwork

EPISODE · May 11, 2024 · 21 MIN

Estate Planning Conversations Part One

from Jill on Money with Jill Schlesinger · host Audacy

There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.  Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Episode metadata supplied by the publisher feed · Published May 11, 2024

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Estate Planning Conversations Part One

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