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Episode 23: Introduction to Estate Planning with Heather Szajda

Episode 23: Introduction to Estate Planning with Heather Szajda

FromFederal Employee Financial Planning Podcast


Episode 23: Introduction to Estate Planning with Heather Szajda

FromFederal Employee Financial Planning Podcast

ratings:
Length:
60 minutes
Released:
Nov 14, 2022
Format:
Podcast episode

Description

Despite what many people believe, estate planning isn’t just for the ultra-wealthy or the elderly. Everyone, regardless of financial status or age, can benefit from having an estate plan as long as they have assets (house, vehicle, etc.) to leave and people to leave them to. In this episode, Heather Szajda, Partner at Virginia Estate & Trust Law, will be joining Tommy and John to discuss exactly what an estate plan might entail, when you should start to consider creating one and what happens if you decide to not create one. Access the full show notes at Mason & Associates, LLC
Released:
Nov 14, 2022
Format:
Podcast episode

Titles in the series (67)

Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.