Ep. 08 Estate Planning: Who's Getting Grandma's House?

We Need a Code Word

In this episode we are joined by one of our favorite Financial Advisors, Erick Blank, CFP, ChFC, CLU, RICP. Tap in as we make estate planning more approachable.
Do-It-Yourself Estate Planning with Trust & Will
Erick's gift. If you have educational questions about estate planning or are interested in working with Erick, contact him via email at: [e-mail].
Palate Cleanser

• Super Freak, The Rick James Story
• Mexodus
• Hot Wing King
• August Wilson’s Gem of the Ocean at Arena Players

Watch us on YouTube: @weneedacodeword
Contact us: [e-mail]
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פרקים

1. Welcome Back! (00:00:00)

2. Check-in (00:02:40)

3. Make estate planning approachable (00:07:55)

4. The components of an estate plan (00:10:50)

5. Estate planning for everyone (00:13:08)

6. When should you start estate planning (00:14:50)

7. Estate planning on a budget (00:17:30)

8. Estate planning for blended families (00:23:30)

9. Review your estate plan (00:27:40)

10. Estate planning advice (00:29:55)

11. Erick’s gift to our listeners (00:33:30)

12. Palate Cleanser (00:34:30)