Summary

In this episode, Anthony interviews Laura Cowan, an estate planning attorney in the NYC area. Unlike what most people think, an estate plan is necessary for every family — definitely something not only for the rich! Listen as Laura walks us through the do’s and don’ts of estate planning, what it really means, it’s importance in your family, the protection it provides, and a lot more.

Covered Topics

• The Importance of an Estate Plan
• Choosing Guardians
• Financial Set Up
• Trusts
• Why Getting a Lawyer is Important
• How to Get Started

Takeaways

• A will is necessary especially in families with young children as it is a determinant of your children’s future.
• The financial set up is just as important as choosing the guardian for your children.
• Don’t try to do things your own because a simple error can cause disastrous consequences.

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