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Why We Must Talk about Estate Planning

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Manage episode 491965771 series 3675038
Content provided by Eric Douglas, Chris Vaughn, Eric Douglas, and Chris Vaughn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Douglas, Chris Vaughn, Eric Douglas, and Chris Vaughn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

In this episode, we dive deep into the misunderstood world of estate planning—unpacking the power of trusts, the importance of wills, and how to protect your family long after you're gone. From setting up guardianship for your children to understanding the differences between revocable and irrevocable trusts, we break down complex topics into clear, actionable insights.

You’ll learn why not all trusts protect your assets, how beneficiaries can remove trustees, and what happens if you fail to name a guardian. We’ll also cover how to ensure your chosen guardian is financially equipped to raise your kids, and why an estate plan is about more than money—it's about peace of mind.

Whether you’re just starting to think about estate planning or want to enhance your current strategy, this episode will help you plan with confidence and intention.

Schedule Your Personalized Financial Planning Session Now!
Visit: http://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 491965771 series 3675038
Content provided by Eric Douglas, Chris Vaughn, Eric Douglas, and Chris Vaughn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Douglas, Chris Vaughn, Eric Douglas, and Chris Vaughn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

In this episode, we dive deep into the misunderstood world of estate planning—unpacking the power of trusts, the importance of wills, and how to protect your family long after you're gone. From setting up guardianship for your children to understanding the differences between revocable and irrevocable trusts, we break down complex topics into clear, actionable insights.

You’ll learn why not all trusts protect your assets, how beneficiaries can remove trustees, and what happens if you fail to name a guardian. We’ll also cover how to ensure your chosen guardian is financially equipped to raise your kids, and why an estate plan is about more than money—it's about peace of mind.

Whether you’re just starting to think about estate planning or want to enhance your current strategy, this episode will help you plan with confidence and intention.

Schedule Your Personalized Financial Planning Session Now!
Visit: http://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

  continue reading

101 episodes

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