• The Importance of Wills in the Age of COVID Pt. 2

  • 2022/03/31
  • 再生時間： 31 分
  • ポッドキャスト

The Importance of Wills in the Age of COVID Pt. 2

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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.

    In this episode, Sharon and Lori talk about digital assets, the consequences of not having a will, and the different types of estate planning. 

    Sheri and Lori explain the importance of keeping documents up to date, especially in the case of a move, as estate planning laws are state-specific. Lori also highlights different taxes and rules to be aware of when creating their estate plan.

    They also discuss how to find an estate planner, how to avoid a “hot mess,” and reiterate the importance of estate planning to generational wealth.
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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.

In this episode, Sharon and Lori talk about digital assets, the consequences of not having a will, and the different types of estate planning. 

Sheri and Lori explain the importance of keeping documents up to date, especially in the case of a move, as estate planning laws are state-specific. Lori also highlights different taxes and rules to be aware of when creating their estate plan.

They also discuss how to find an estate planner, how to avoid a “hot mess,” and reiterate the importance of estate planning to generational wealth.
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