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Estate Planning Fundamentals with Ed Fong

Estate Planning Fundamentals with Ed Fong

FromPerfect Cents Podcast


Estate Planning Fundamentals with Ed Fong

FromPerfect Cents Podcast

ratings:
Length:
28 minutes
Released:
Dec 15, 2022
Format:
Podcast episode

Description

Content Warning: This episode discusses the topics of estate planning and death. While we understand that these topics may be sensitive for certain individuals, we ask you to review the full episode description below and proceed accordingly. Join Alex & Brit as they welcome Ed Fong (Attorney-at-Law) for a discussion about the importance of establishing an Estate Plan. Together they discuss the fundamentals of Estate Planning, the various forms of trusts, powers of attorney and the difficulties that many people encounter when going through probate court. Additionally, Ed Fong shares real-life stories that highlight the critical need for individuals to establish an Estate Plan to determine the fate of their assets when they reach end-of-life. This episode will surely inspire YOU to be brave and initiate difficult but important conversations with your family members and loved ones... because being prepared and having an Estate Plan to guide your loved ones, just makes Perfect Cents!  To check out some of the resources highlighted in this episode visit the links below. The Law Office of Ed Fong Former Zappos CEO Tony Hsieh died a millionaire, but without a will. Zinfandel Grille To contact the hosts, email us at Podcast@safecu.org  To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/ 
Released:
Dec 15, 2022
Format:
Podcast episode

Titles in the series (69)

Join hosts Alex Becerra and Brit Kelleher on a journey to wards financial wellness and meaningful community involvement. The Perfect Cents Podcast, presented by SAFE Credit Union is a program designed to empower each listener to take control of their financial situation and become a greater force for good in their community. Episodes will feature recurring segments along with occasional guests from around the Greater Sacramento region. Guests will include SAFE Credit Union colleagues, industry experts, business leaders and non-profit champions. SAFE is a not-for-profit, cooperative state-chartered credit union based in Folsom, CA. Our mission is to help members improve their financial well-being, to provide excellent service and to ensure a financially sound credit union.