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The Basics and Fundamentals of Proper Estate Planning
Manage episode 491000927 series 1149861
Content provided by Dollars & Common Sense and Wealthway Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dollars & Common Sense and Wealthway Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
An estate plan is not something you do for yourself. It's something you do for your loved ones. But a well-crafted estate plan is an important component of a comprehensive financial plan. This is an easy to understand discussion of wills, trusts, and powers of attorney that make up the estate plan, as well as the purpose and role of the executor, grantor, trustee, and beneficiary.
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Manage episode 491000927 series 1149861
Content provided by Dollars & Common Sense and Wealthway Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dollars & Common Sense and Wealthway Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
An estate plan is not something you do for yourself. It's something you do for your loved ones. But a well-crafted estate plan is an important component of a comprehensive financial plan. This is an easy to understand discussion of wills, trusts, and powers of attorney that make up the estate plan, as well as the purpose and role of the executor, grantor, trustee, and beneficiary.
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continue reading
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Similar to Dollars & Common Sense
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
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continue reading
1
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Brian Burns
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No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
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continue reading
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continue reading
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continue reading
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Your online home for leadership lessons for both the church and the workplace.
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