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
What this episode covers
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...
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Organized Estate Planning
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