Description

Join Laura Lee and Jeremiah Lee as they debunk common myths about estate planning. Tune in as they they tackle issues and misconceptions such as:

00:00 Introduction and Discussion about Riverside Cookie Shop

03:02 Debunking Common Myths About Estate Planning

08:05 The Importance of Estate Planning While Still Alive

12:01 The Value of a Trust, Even with Just a House

18:59 Avoiding Family Conflicts Through Clear Estate Planning

23:01 Leaving a Legacy: Including Charitable Organizations in Estate Plans

Learn why planning ahead is crucial to ensure your assets are distributed according to your wishes and to avoid unnecessary legal complications. Don't miss this valuable discussion on securing your legacy and peace of mind.

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#EstatePlanning #MythsDebunked #Trusts #FamilyWealth #CharitableGiving #FinancialPlanning #LegalAdvice

Reach out at contact@tricordadvisors.com
                               

Connect with Jeremiah:

LinkedIn: https://www.linkedin.com/in/jeremiahjlee/

Email: Jeremiah@tricordadvisors.com

Connect with Laura:

LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/

Email: Laura@tricordadvisors.com