27 min listen
Estate Planning Fundamentals with Ed Fong
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)
New Year, New YOU: 22 for 2022: Join Alex & Brit as they discuss their 22 for 2022 lists -- an alternative approach to traditional New Year's Resolutions. These lists encapsulate the goals they aim to accomplish within the next year guided through the lens of financial wellness and... by Perfect Cents Podcast