Secure Your Retirement

Chess Griffin - How to Know What You Need for Your Estate Plan


Listen Later

Chess Griffin practices in the areas of estate and trust planning, probate and estate administration, guardianships, and elder law. He also assists numerous business owners with various business and corporate matters, from business/LLC formation to commercial contracts to leases to shareholder agreements.

On this Episode:

  • Chess shares his 23 year background in the estate planning world.
  • Get a clear explanation of what an estate plan is.
  • Learn the difference between a trust and a will.
  • Find out how to utilize trusts to protect assets regardless of divorces, creditors, early death, etc.
  • Chess shares why you should consider going to an estate planner as opposed to a site like LegalZoom.

The Three Legged Stool of Estate Planning:

  • A will.
  • A durable power of attorney.
  • A healthcare power of attorney with a living will component.

Tweetable Quotes:

“Being an executor is like being a detective.” – Chess Griffin

“Having somebody help you think through your estate plan is key.” – Radon Stancil

Chess Griffin:

  • www.kirschlaw.com/charles-n-griffin-iii-chess
  • 919.848.0420


If you are in or nearing retirement and are looking to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting the complimentary video course, Four Steps to Secure Your Retirement. To access the course, simply visit POMWealth.net/podcast.

To receive a free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on iTunes and send a screenshot to [email protected].

...more
View all episodesView all episodes
Download on the App Store

Secure Your RetirementBy Radon Stancil, CFP® & Murs Tariq, CFP®

  • 5
  • 5
  • 5
  • 5
  • 5

5

239 ratings


More shows like Secure Your Retirement

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

778 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

737 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,290 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

510 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

516 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

565 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

559 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

792 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

175 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

36 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

735 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

163 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

100 Listeners

Life Starts at Retirement by Maureen Dobranski

Life Starts at Retirement

22 Listeners