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Estate Planning Conversations Part One

Estate Planning Conversations Part One

FromJill on Money with Jill Schlesinger


Estate Planning Conversations Part One

FromJill on Money with Jill Schlesinger

ratings:
Length:
23 minutes
Released:
May 11, 2024
Format:
Podcast episode

Description

There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.  
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Released:
May 11, 2024
Format:
Podcast episode

Titles in the series (100)

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.