Episode Details
Back to Episodes
Estate Planning with Special Guest Jim Meason
Description
In this episode of 'Protecting Your Assets', host Steve Shyman and estate planning attorney Jim Meason discuss the critical importance of estate planning, including the role of trusts, the probate process, and the necessity of powers of attorney. They share real-life stories that illustrate the consequences of inadequate planning and emphasize the need for proactive measures to protect assets and ensure family harmony. The conversation also covers estate taxes and strategies to avoid probate, highlighting the benefits of working with a professional to navigate these complex issues.
If you have any questions about retirement planning call Wilsave Financial 833-945-7283
or click here to visit our website
Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes
See omnystudio.com/listener for privacy information.