Financial Roll Call with James Fay

Last Will & Testament


Listen Later

Welcome to another episode of “Financial Roll Call with James Fay." In this episode, we will continue to discuss estate planning. Returning as our special guest is Michele Clark, Esq., who is an attorney with Birdsall & Laughlin here in New Jersey.    


This episode aims to educate our viewers and listeners on the Last Will and Testament, which is a legal document that communicates a person's final wishes in terms of their assets and dependents.  


A Last Will and Testament forms the foundation of an estate plan, and it is a key instrument in ensuring that an estate is settled in the manner desired by the deceased. The consequences of not having your Last Will and Testament in place can be devastating to a family. Do you really want to leave that burden on your family when they are grieving? It is vital that you take the time to put your wishes on paper so they are fulfilled how you intended.


• • •


Shore Point Advisors is registered as an investment adviser with the State of New Jersey.  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Securities and Exchange Commission or any state securities authority.


Learn more: https://shorepointadvisors.com/

...more
View all episodesView all episodes
Download on the App Store

Financial Roll Call with James FayBy Shore Point Advisors

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings


More shows like Financial Roll Call with James Fay

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,167 Listeners

Money Girl by QuickAndDirtyTips.com

Money Girl

1,849 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

790 Listeners