• #40 Securing Your Estate: An In-Depth Look at Probate and Wills

  • 2024/10/01
  • 再生時間： 16 分
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#40 Securing Your Estate: An In-Depth Look at Probate and Wills

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    What happens to your assets after you're gone? Join us for our 40th milestone episode of the Fiscal Physical Podcast, where Aaron Hoisington and Ryan Nelson guide you through the essential aspects of wills and the probate process. We'll cut through the legal jargon to provide a clear understanding of how a last will and testament can safeguard your wishes, and explain the often confusing probate procedure. Dive into why consulting an estate planning attorney is crucial for either setting up a will or a trust, potentially sparing your loved ones from a drawn-out probate process.

    Navigating multiple marriages and blended families in estate planning can be a minefield, but we've got you covered. Ryan Nelson shares his personal strategies for setting up beneficiaries and transfer of death designations, even touching on the creation of holographic wills as a stopgap measure. Plus, we indulge in a lighter conversation about our love for sports—from the Green Bay Packers to local college teams, capturing the excitement of live events. Remember, while our insights are invaluable, they're for informational and entertainment purposes; always seek personalized advice from qualified professionals tailored to your financial needs.

    Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

    If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com

    And, as always, STAY THE COURSE!
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Send us a text

What happens to your assets after you're gone? Join us for our 40th milestone episode of the Fiscal Physical Podcast, where Aaron Hoisington and Ryan Nelson guide you through the essential aspects of wills and the probate process. We'll cut through the legal jargon to provide a clear understanding of how a last will and testament can safeguard your wishes, and explain the often confusing probate procedure. Dive into why consulting an estate planning attorney is crucial for either setting up a will or a trust, potentially sparing your loved ones from a drawn-out probate process.

Navigating multiple marriages and blended families in estate planning can be a minefield, but we've got you covered. Ryan Nelson shares his personal strategies for setting up beneficiaries and transfer of death designations, even touching on the creation of holographic wills as a stopgap measure. Plus, we indulge in a lighter conversation about our love for sports—from the Green Bay Packers to local college teams, capturing the excitement of live events. Remember, while our insights are invaluable, they're for informational and entertainment purposes; always seek personalized advice from qualified professionals tailored to your financial needs.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com

And, as always, STAY THE COURSE!
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