Podknife - Estate Planning Conversations Part One by Jill on Money with Jill Schlesinger

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Estate Planning Conversations Part One

Podcast |: Jill on Money with Jill Schlesinger
Publisher |: Cadence13
Media Type |: audio
Podknife tags |: Business,; Interview,; Investing,; Personal Finance
Categories Via RSS |: Business,; Education,; Investing,; Self-Improvement
Publication Date |: May 11, 2024
Episode Duration |: 00:23:29

There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

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