Organized Estate Planning episode artwork

EPISODE · Nov 23, 2021 · 24 MIN

Organized Estate Planning

from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, and Chris Vaughn

Send us Fan MailIn this episode we go through the process of settling an estate after a client passes away, and give some real life examples from our experiences of things that happen and pitfalls to avoid.  There can be serious repercussions if your estate is not in order, not only after death, but during your lifetime as well, in the event of illness or injury.  Enjoy the episode and hear some stories about the consequences of not have a proper estate plan established, and how we walk clients through that process.www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

Episode metadata supplied by the publisher feed · Published Nov 23, 2021

Embed this episode

Send us Fan Mail In this episode we go through the process of settling an estate after a client passes away, and give some real life examples from our experiences of things that happen and pitfalls to avoid. There can be serious repercussions if your estate is not in order, not only after death, but during your lifetime as well, in the event of illness or injury. Enjoy the episode and hear some stories about the consequences of not have a proper estate plan established, and how we...

Distinct summary based on available episode metadata or transcript content.

Ready to play

Organized Estate Planning

0:00 24:29

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Retirement Planning Happy Hour?

This episode is 24 minutes long.

When was this Retirement Planning Happy Hour episode published?

This episode was published on November 23, 2021.

Can I download this Retirement Planning Happy Hour episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!