Join Laura Lee and Jeremiah Lee in Episode 31 of Myth Busters: Estate Planning, as they debunk common myths about estate planning. Discover why planning ahead is essential to avoid legal complications and ensure your assets are distributed as you wish.
Join Laura Lee and Jeremiah Lee as they debunk common myths about estate planning. Tune in as they they tackle issues and misconceptions such as:
00:00 Introduction and Discussion about Riverside Cookie Shop
03:02 Debunking Common Myths About Estate Planning
08:05 The Importance of Estate Planning While Still Alive
12:01 The Value of a Trust, Even with Just a House
18:59 Avoiding Family Conflicts Through Clear Estate Planning
23:01 Leaving a Legacy: Including Charitable Organizations in Estate Plans
Learn why planning ahead is crucial to ensure your assets are distributed according to your wishes and to avoid unnecessary legal complications. Don’t miss this valuable discussion on securing your legacy and peace of mind.
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Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordlegalservices.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.