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Ep. 08 Estate Planning: Who's Getting Grandma's House?
Manage episode 417427022 series 3551585
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In this episode we are joined by one of our favorite Financial Advisors, Erick Blank, CFP, ChFC, CLU, RICP. Tap in as we make estate planning more approachable.
Do-It-Yourself Estate Planning with Trust & Will
Erick's gift. If you have educational questions about estate planning or are interested in working with Erick, contact him via email at: erick.blank@nm.com.
Palate Cleanser
- Super Freak, The Rick James Story
- Mexodus
- Hot Wing King
- August Wilson’s Gem of the Ocean at Arena Players
Watch us on YouTube: @weneedacodeword
Contact us: weneedacodeword@gmail.com
Subscribe! Don't miss an episode https://weneedacodeword.buzzsprout.com/
Kapitler
1. Welcome Back! (00:00:00)
2. Check-in (00:02:40)
3. Make estate planning approachable (00:07:55)
4. The components of an estate plan (00:10:50)
5. Estate planning for everyone (00:13:08)
6. When should you start estate planning (00:14:50)
7. Estate planning on a budget (00:17:30)
8. Estate planning for blended families (00:23:30)
9. Review your estate plan (00:27:40)
10. Estate planning advice (00:29:55)
11. Erick’s gift to our listeners (00:33:30)
12. Palate Cleanser (00:34:30)
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