Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the basics of estate planning. In this podcast, they will cover the following points, and more:

1. What is estate planning?
2. Why does someone need estate planning?
3. What is involved in the process of estate planning?
4. What document(s) make up an estate plan?
5. Does the value of an estate affect the estate planning process?
6. Why doesn’t everyone have an estate plan?

EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.

www.ceplan.com