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Listen "How We Guard Your Legacy (Ep. 5)"
Episode Synopsis
Think estate planning is just for the wealthy?
Think again.
Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family's financial future.
In this PodCLASS, Jerry and Megan explore:
Why neglecting estate planning could be the biggest risk to your family's legacy
How choosing the right estate planning package could save you money compared to traditional legal services
An insider's guide to two crucial estate packages that put you in control of your future
A creative spin on 'Leave it to Beaver' that reveals the stark realities of dying without a will in Tennessee
The surprising truths about revocable living trusts and why they might not be the safeguard you thought
A critical look at the hidden drawbacks of trusts - especially when it comes to accessing your assets when you need them most
And much more!
Resources:
Estate Planning Series: More than Just Tidying Up (Ep. 4)
Leave It to Beaver
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
Think again.
Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family's financial future.
In this PodCLASS, Jerry and Megan explore:
Why neglecting estate planning could be the biggest risk to your family's legacy
How choosing the right estate planning package could save you money compared to traditional legal services
An insider's guide to two crucial estate packages that put you in control of your future
A creative spin on 'Leave it to Beaver' that reveals the stark realities of dying without a will in Tennessee
The surprising truths about revocable living trusts and why they might not be the safeguard you thought
A critical look at the hidden drawbacks of trusts - especially when it comes to accessing your assets when you need them most
And much more!
Resources:
Estate Planning Series: More than Just Tidying Up (Ep. 4)
Leave It to Beaver
Connect with Jerry Goodman and Megan Hubbard:
The Organized Investor
LinkedIn: Jerry Goodman
[email protected]
[email protected]
Office: 865-415-2060
Megan: 865-415-2070
More episodes of the podcast The Organized Investor Pod-CLASS
Dividend Growth Strategy Explained (Ep. 17)
11/07/2024
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