• #15 Estate Planning: Essentials with Attorney Donna Fincher

  • Sep 6 2024
  • Length: 31 mins
  • Podcast

#15 Estate Planning: Essentials with Attorney Donna Fincher

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  • Summary

  • Ready to master the art of estate planning? In this episode, we dive deep into the essentials of estate planning with Donna Fincher, a seasoned estate planning attorney.

    Whether you're a novice or looking to refine your current plan, this discussion is your ultimate guide to understanding the complexities of wills, trusts, and more.

    Join us as we explore:

    • The crucial role of estate planning and why it matters for everyone.
    • Key documents you need: wills, medical directives, and powers of attorney.
    • The differences between wills and trusts, and why a trust might be beneficial.
    • Practical tips for avoiding probate and simplifying estate administration.
    • How to handle beneficiary designations and the impact of changing laws.

    Donna provides actionable advice to ensure your assets are protected and your wishes are honored. Tune in to gain clarity and confidence in your estate planning journey!
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