Financial Finesse

The Art of Equitable Estate Distribution with Estate Organizer Meg Connell


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In this episode of Financial Finesse, host Cathy Curtis interviews Meg Connell, founder of The Organized One, a professional estate organizer focused on helping individuals navigate the challenging process of estate distribution. Meg's extensive experience and the comprehensive nature of her services provide a guidepost for anyone facing the prospect of estate organization, whether for themselves or a loved one.

[03:33] Meg's journey into estate organization.
[08:59] Practical strategies for estate distribution. 
[13:43] Exploring the human side of estate organization. 
[18:38] The role of estate planning in estate organization. 
[31:22] Meg’s team-based approach at The Organized One.   
[54:08] How single women can prepare their estates to streamline the process for their heirs.  

For more information and resources related to this episode, please visit the show notes.

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Financial FinesseBy Cathy Curtis, CFP

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