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In this episode, Angie Grainger CPA/PFS, CFP and Elise Eropkin discuss the importance of being prepared for death and the financial implications that come with it. They share personal experiences and lessons learned from dealing with the assets and debts of deceased loved ones. They emphasize the need for open communication and planning to avoid burdening family members. They also highlight the importance of regularly reviewing and updating beneficiaries on accounts and assets. The episode concludes with a challenge for listeners to take inventory of their assets and start decluttering and organizing their belongings.
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GENERAL INFORMATION DISCLAIMER // This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. All content in this episode is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the episode constitutes professional and/or financial advice, nor does any information in the episode constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Prosperent Co is not a fiduciary by virtue of any person’s use of or access to the episode or content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content in the episode before making any decisions based on such information or other consent. In exchange for watching or listening to the episode, you agree not to hold Prosperent Co, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through the episode.
By Prosperity NationIn this episode, Angie Grainger CPA/PFS, CFP and Elise Eropkin discuss the importance of being prepared for death and the financial implications that come with it. They share personal experiences and lessons learned from dealing with the assets and debts of deceased loved ones. They emphasize the need for open communication and planning to avoid burdening family members. They also highlight the importance of regularly reviewing and updating beneficiaries on accounts and assets. The episode concludes with a challenge for listeners to take inventory of their assets and start decluttering and organizing their belongings.
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GENERAL INFORMATION DISCLAIMER // This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. All content in this episode is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the episode constitutes professional and/or financial advice, nor does any information in the episode constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Prosperent Co is not a fiduciary by virtue of any person’s use of or access to the episode or content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content in the episode before making any decisions based on such information or other consent. In exchange for watching or listening to the episode, you agree not to hold Prosperent Co, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through the episode.