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Will Preparation: Hard Data Collection – Episode 129: Purpose with Mark Bertrang, Author, Investments Don’t Hug
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Before you discuss will-planning with an attorney, prepare your hard data collection. Mark’s guest – Katelyn Doyle, attorney with Johns, Flaherty & Collins, SC discusses those items you may wish to outline prior to your first meeting with a lawyer. Our discussion includes a conversation of your dependents, special needs individual who maybe in your life, life insurance, debt, retirement account balances, non-retirement balance, second homes, business assets, real estate investments, personal representatives, executors, guardians, trustees, trust distributions & payouts for your children, guardian gifting, default estate planning, charitable giving and having a financial power of attorney.
If you would like to request a copy of our fillable will preparation form used during this podcast, please email us at service@financialoscopy.com and include “Will Prep Form Request” in the subject line.
Here is an additional resource you may wish to listen to:
Advanced Healthcare Directives
https://traffic.libsyn.com/secure/investmentsdonthug/Denise_Nicholson.mp3
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