Sign up to save your podcasts
Or
Share Isn't a Will Enough? The Truth About Modern Estate Planning
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Isn't a Will Enough? The Truth About Modern Estate Planning
Episode Summary:
Ruma Mazumdar, founder of Key Esquire, breaks down why having just a will isn't sufficient for comprehensive estate planning. Through real client stories and expert insights, this episode explores the essential components of a modern estate plan, common misconceptions about wills, and why millennials need to start planning earlier.
Key Timestamps:
00:01 - Introduction
00:07 - Why a will alone isn't enough
03:15 - Case study: First estate planning client experience
05:30 - Understanding probate in New Jersey
07:20 - The pitfalls of DIY estate planning
09:10 - Why estate plans need regular updates
10:15 - Millennial perspective on estate planning
11:00 - Real consequences of not having a plan
About The Show:
“Trust Issues” delivers practical insights on estate planning, wealth protection, and legacy building. Each episode provides actionable advice to help listeners make informed decisions about their financial future.
View all episodes
By trustissuespodcastEpisode Summary:
Ruma Mazumdar, founder of Key Esquire, breaks down why having just a will isn't sufficient for comprehensive estate planning. Through real client stories and expert insights, this episode explores the essential components of a modern estate plan, common misconceptions about wills, and why millennials need to start planning earlier.
Key Timestamps:
00:01 - Introduction
00:07 - Why a will alone isn't enough
03:15 - Case study: First estate planning client experience
05:30 - Understanding probate in New Jersey
07:20 - The pitfalls of DIY estate planning
09:10 - Why estate plans need regular updates
10:15 - Millennial perspective on estate planning
11:00 - Real consequences of not having a plan
About The Show:
“Trust Issues” delivers practical insights on estate planning, wealth protection, and legacy building. Each episode provides actionable advice to help listeners make informed decisions about their financial future.