
Sign up to save your podcasts
Or


Joe and Regan examine estate planning essentials. They emphasize the significance of having an up-to-date will and stress the importance of clear communication within families.
They also look at the often-overlooked aspect of digital assets, urging listeners to document and share information on online accounts to ensure easy management by their executors.
They advocate for open conversations with family members about estate planning decisions. If you've been thinking about estate planning, this is an excellent how-to episode.
Read the full show notes and find more information here: EP 9 Show Notes
By Joseph Curry, CFP Professional3.9
77 ratings
Joe and Regan examine estate planning essentials. They emphasize the significance of having an up-to-date will and stress the importance of clear communication within families.
They also look at the often-overlooked aspect of digital assets, urging listeners to document and share information on online accounts to ensure easy management by their executors.
They advocate for open conversations with family members about estate planning decisions. If you've been thinking about estate planning, this is an excellent how-to episode.
Read the full show notes and find more information here: EP 9 Show Notes

449 Listeners

807 Listeners

1,313 Listeners

526 Listeners

542 Listeners

670 Listeners

199 Listeners

585 Listeners

910 Listeners

809 Listeners

40 Listeners

896 Listeners

179 Listeners

144 Listeners

102 Listeners