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Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Why (Almost) Everyone Needs an Estate Plan

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Manage episode 403552966 series 3428540
Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Do you care what happens to your money and your assets after you die? Most people would probably answer that with an emphatic “yes,” even if they don’t have multiple millions saved up.

Whether you know exactly where you want your money to go, or you only know where you DON’T want your money to go, it’s crucial to have the legal documents in place to make sure your wishes are followed.

Today’s podcast features our special guest, San Diego Estate Planning Attorney Rod Hatley, J.D. LL.M., as we talk about what to expect when setting up an estate plan, what they cover, and why it’s so important to have everything in order. Rod is here with host Johnny Dean and “Professor” Rick Plum, CFP® to talk about what you need to know on our latest episode of Managing Your Financial Future!

  continue reading

208 episoder

Artwork
iconDel
 
Manage episode 403552966 series 3428540
Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Do you care what happens to your money and your assets after you die? Most people would probably answer that with an emphatic “yes,” even if they don’t have multiple millions saved up.

Whether you know exactly where you want your money to go, or you only know where you DON’T want your money to go, it’s crucial to have the legal documents in place to make sure your wishes are followed.

Today’s podcast features our special guest, San Diego Estate Planning Attorney Rod Hatley, J.D. LL.M., as we talk about what to expect when setting up an estate plan, what they cover, and why it’s so important to have everything in order. Rod is here with host Johnny Dean and “Professor” Rick Plum, CFP® to talk about what you need to know on our latest episode of Managing Your Financial Future!

  continue reading

208 episoder

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