Estate Planning And Trusts

Smart Money

コンテンツは Gulf & Fraser によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Gulf & Fraser またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

5y ago 7:18

MP3•エピソードのホーム

Making sure you have a legal will in place is the first step in planning your estate – and one of the most important things you can do to protect your family. In this episode, Michael Atkinson, Senior Vice President of Wealth and Advice talks with Mark Braeder, a lawyer with Stewart, Aulinger & Company. Mark specializes in estate planning and trusts. You'll discover, 1: How planning your estate can reduce financial stress on your family. 2: Why it’s important to have a will. 3: How to choose the best executor for your will. 4: Using a will kit versus consulting with a lawyer. 5: The benefits of setting up a trust.

Our mission

We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group.

Hosted on Acast. See acast.com/privacy for more information.

26 つのエピソード

#G&F Financial Group #F Financial Group #Trading #Business #Podcasting Education #Investing #Banking #Financial #Businessbanking