11 min listen
EP: Estate Planning with Jason Meredith, JD, FCEP
EP: Estate Planning with Jason Meredith, JD, FCEP
ratings:
Length:
12 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 basics of estate planning. In this podcast, they will cover the following points, and more: 1. What is estate planning?2. Why does someone need estate planning?3. What is involved in the process of estate planning?4. What document(s) make up an estate plan?5. Does the value of an estate affect the estate planning process?6. Why doesn’t everyone have an estate plan?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)
DEV: What Type of Person Makes an Estate Gift with Jeremy Pharr, JD, FCEP: Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he talks with Senior Vice Presi... by Thompson & Associates