Estate Planning Conversations Part One
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 11 May 2024
⏱️ 24 minutes
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Summary
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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| 0:59.0 | Welcome to the Jill on Money Show. It's Saturday, May 11th, and this is the program that takes the |
| 1:08.1 | mystery out of your financial life and we do that in very specific ways. We ask you to do a little work. |
| 1:14.4 | Go to our website Jill onmoney.com, click the contact us button, write a question and then |
| 1:20.0 | send it off to us. If you'd like to join us on the air live just check that box |
| 1:24.1 | Mark does everything else and don't forget to check out all the great content |
| 1:28.6 | that lives on the website. There are blogs there is a resources section and the free weekly newsletter which comes out every |
| 1:35.4 | single Friday. Mark wraps up all the big stories of the week or maybe not even the |
| 1:39.1 | big stories, the stories you may have missed. Today we are joined by Pamela Perone Benson. She is the Vice President of |
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