Dollars & Sense

What if you Could Uncomplicate Your Estate Plan?

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Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants clarity, control, and peace of mind. In this episode, we break down the essentials: from understanding what each document actually does, to avoiding costly miscommunications between your intentions and legal execution.

We also explore:

  • The role of financial planners vs. attorneys in estate planning
  • Why Power of Attorney matters while you're still alive
  • Whether complex trust documents are always necessary—or if there's a simpler, low-cost alternative

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    Tune in for a practical, jargon-free conversation that helps you make smarter decisions about your future.

    A full complement of Dollars & Sense broadcasts found here.

     

     

     

    DISCLOSURES:

    During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

    Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

     

     

     

    Tracking #: 811716

     

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    Dollars & SenseBy Freedman Financial
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