The Importance of Estate Planning
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 21 June 2024
⏱️ 15 minutes
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Summary
Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans.
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Transcript
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| 0:00.0 | This episode is brought to you by Shopify. |
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| 0:27.0 | Welcome to the Jill on Money Show. |
| 0:32.0 | It's Friday, June 21st, and we are here to help you make better financial decisions and maybe to educate you a little bit. |
| 0:40.0 | If you have a question, all you need to do is go to our website Jill on money.com, Jill on money |
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| 0:56.0 | While you're on the website, you've got to check out all the content that lives there. Some of it is free, some of it costs some money. |
| 1:02.0 | I have to point out that our next live |
| 1:04.4 | webinar is coming up. It's next week on Tuesday evening, June 25th at 7 |
| 1:10.4 | Eastern time and our topic is Social Security with a amazing guest Heather Schreiber. |
| 1:17.2 | So we're going to talk about claiming strategies, we're going to talk about whether or not the Social |
| 1:21.6 | Security system is there for everyone, not just people who are over 50 or 55, and what you need to think about before you get to those claiming ages, because that's really the key how we can incorporate Social |
| 1:34.5 | Security into your long-term financial and retirement planning. If you want to |
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