• The Importance of Wills in the Age of COVID Pt. 1

  • 2022/03/24
  • 再生時間： 28 分
  • ポッドキャスト

The Importance of Wills in the Age of COVID Pt. 1

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  • Featuring: Sharon Epperson, senior personal finance correspondent for CNBC, and Lori Douglass, Esq., estate planning attorney and founder partner of Douglass Rodemacher LLP.

    Sharon and Lori discuss leaving a legacy of financial strength through estate planning. They explain how vital wills and estate planning are for building generational wealth, and how over the last two years, it has become apparent that not enough people are set up in the way they should be in the instance of a life-altering event. 

    Sharon and Lori also discuss the key components, the requirements, and when and how to start estate planning; noting that everyone over the age of eighteen, regardless of wealth, should have estate planning in place.

     

    Lori rounds out the discussion by detailing what documents you may need depending on the situation, how to pick trusted people, and how to have delicate conversations with loved ones about estate planning.

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あらすじ・解説

Featuring: Sharon Epperson, senior personal finance correspondent for CNBC, and Lori Douglass, Esq., estate planning attorney and founder partner of Douglass Rodemacher LLP.

Sharon and Lori discuss leaving a legacy of financial strength through estate planning. They explain how vital wills and estate planning are for building generational wealth, and how over the last two years, it has become apparent that not enough people are set up in the way they should be in the instance of a life-altering event. 

Sharon and Lori also discuss the key components, the requirements, and when and how to start estate planning; noting that everyone over the age of eighteen, regardless of wealth, should have estate planning in place.

 

Lori rounds out the discussion by detailing what documents you may need depending on the situation, how to pick trusted people, and how to have delicate conversations with loved ones about estate planning.

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