Podcast Episodes

[Estate Planning] 2, Unauthorized Practice of Law

Season 1 Episode 2

Only licensed attorneys can draft legal documents. Planners should refer clients to attorneys for legal advice. CFP Exam Prep Podcast.

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1 year, 7 months ago

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[Estate Planning] 1, Estate Planning Process

Season 1 Episode 1

Involves accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Effective and efficient tran…

1 year, 7 months ago

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[Estate Planning] 4, Basic Documents

Season 1 Episode 4

Includes wills, durable power of attorney, and advance medical directives to manage assets and healthcare decisions.

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1 year, 7 months ago

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[Estate Planning] 5, Types of Wills

Season 1 Episode 5

Survivorship and disclaimer clauses affect inheritance and tax implications.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-ex…

1 year, 7 months ago

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