Estate Planning 101: Why It’s Not Just for the Wealthy

Money Wisdom

Johnson Brunetti and Joel Johnson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Johnson Brunetti and Joel Johnson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

6M ago 15:50

MP3•에피소드 홈

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 01, 2024 23:37 (6d ago)

What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

The financial planning calendar has its busy seasons. Things are typically busier at the beginning of the year for tax planning and towards the end of the year as people try to figure out what they need to get done before December ends. During the summer, there aren’t any deadlines necessarily so we’ll see things slow down a bit, and that’s a great time to take a closer look at your estate plan.

In this episode of the Money Wisdom podcast, Nicolas Colantuono, CFP® makes his first appearance on the show to talk about the importance of estate planning regardless of how much money you’ve saved or how many assets you own. Many of us dismiss it as something only the wealthy need to worry about, but we’ll dispel this myth and explain why it applies to everyone, regardless of their net worth.

Here’s some of what we discuss in this episode:

Our process for helping clients with their estate plan.
The differences between a will and a trust.
A big part of estate planning is making your estate more tax efficient.
The alarming number of people who don’t even have a will.

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

100 에피소드