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    Estate Planning Flags #15: Brady Bunch Family

    Estate Planning Flags #15: Brady Bunch Family

    FromThompson & Associates

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    Estate Planning Flags #15: Brady Bunch Family

    FromThompson & Associates

    ratings:
    Length:
    18 minutes
    Released:
    Aug 9, 2019
    Format:
    Podcast episode

    Description

    In this episode, Cayce Powell and Jason Meredith discuss:• What we mean by a "Brady Bunch" family.• What happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios.• As development officers, what can we be listening for to know if our donors have this issue?
    Released:
    Aug 9, 2019
    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.