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Estate and Succession Planning

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Manage episode 255707296 series 2548951
Content provided by Anjali Jariwala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anjali Jariwala 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.

Puneet Cham joins Money Checkup to talk about the nuts and bolts of making your estate plan: Power of attorney for healthcare, power of attorney for property, guardianship for minor children, revocable trusts, a succession plan for your business, and more. Even if you feel like you won't need your estate plan for many years, putting one in place will ensure that your family and your asset are protected.

Puneet Cham is a partner at Latimer LeVay Fyock who focuses on holistic estate planning and business succession planning.

Read more on www.fitadvisors.com.

Want a financial planner in your corner?! I'd love to connect. You can reach me at [email protected].

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 255707296 series 2548951
Content provided by Anjali Jariwala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anjali Jariwala 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.

Puneet Cham joins Money Checkup to talk about the nuts and bolts of making your estate plan: Power of attorney for healthcare, power of attorney for property, guardianship for minor children, revocable trusts, a succession plan for your business, and more. Even if you feel like you won't need your estate plan for many years, putting one in place will ensure that your family and your asset are protected.

Puneet Cham is a partner at Latimer LeVay Fyock who focuses on holistic estate planning and business succession planning.

Read more on www.fitadvisors.com.

Want a financial planner in your corner?! I'd love to connect. You can reach me at [email protected].

  continue reading

66 episodes

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