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EP: Estate Planning Documents with Jason Meredith, JD, FCEP

EP: Estate Planning Documents with Jason Meredith, JD, FCEP

FromThompson & Associates


EP: Estate Planning Documents with Jason Meredith, JD, FCEP

FromThompson & Associates

ratings:
Length:
14 minutes
Released:
May 23, 2014
Format:
Podcast episode

Description

Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the different documents and resources involved in estate planning. In this podcast, they will cover the following points, and more: 1. What documents typically result from the estate planning process?2. What are the approximate costs associated with the process?3. Is it appropriate for individuals to call around to local attorneys inquiring about their estate planning fees?4. Are online legal websites a good resource to utilize to complete estate planning documents? Why or why not?EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.www.ceplan.com
Released:
May 23, 2014
Format:
Podcast episode

Titles in the series (99)

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.