How Estate Planning and Financial Planning Work Together


Manage episode 305471025 series 2908933
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How Estate Planning and Financial Planning Work Together If you have ever met with either an estate planning attorney or a financial advisor, you’ll know that there are areas of overlap, however, they do not accomplish the same goal. This podcast is to help you understand the role of each and how they work together to help you protect your assets. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: If you want to talk more about probate: -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = Facebook = Podcast = *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

97 episoder