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Estate Planning Basics

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Manage episode 482508270 series 3562979
Content provided by FORUM Credit Union. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FORUM Credit Union 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.

In this episode, Andy talks with Ian Keeler, attorney at Clapp Ferrucci, about estate planning. This topic is beneficial for everyone and Ian gives great advice you're going to want to hear.

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 482508270 series 3562979
Content provided by FORUM Credit Union. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FORUM Credit Union 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.

In this episode, Andy talks with Ian Keeler, attorney at Clapp Ferrucci, about estate planning. This topic is beneficial for everyone and Ian gives great advice you're going to want to hear.

For more information, please visit us at Smarter Money Life.

You can also view this episode with captions here: Smarter Money Life on YouTube.

Reference to, or information about, any specific product or service by name, trademark, trade name, or service mark in the Smarter Money Life podcast does not constitute an endorsement of that product or service. Federally Insured by NCUA.

© 2025, FORUM Credit Union. All rights reserved. Reproduction in any form is prohibited.

  continue reading

34 episodes

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