Estate Planning Series: More than Just Tidying Up (Ep. 4)
Estate planning isn’t just about documents; it’s about the details. Ready to master yours?
In this enlightening PodCLASS, the father-daughter duo of Jerry Goodman and Megan Hubbard from Tennessee Wealth Management decode the complexities of estate planning. Drawing from Jerry’s four-decade-long financial experience and Megan’s teaching background, the hosts unravel the importance of meticulous planning and the dangers of overlooking the details.
In this PodCLASS, Jerry and Megan highlight:
- Their 5-step estate planning process, initiated with their PodCLASS spiral learning
- The need for in-depth discussions to grasp personal situations, with a focus on in-person meetings
- Essential attorney involvement for crafting and refining estate documents
- The document signing ceremony and its inherent adaptability
- Step Five: the crucial housekeeping stage safeguarding previous planning
- Challenges include Tennessee’s probate process, out-of-state probate issues, and pitfalls of incorrect asset ownership.
- Plus more insights!
Connect with Jerry Goodman and Megan Hubbard:
- The Organized Investor
- LinkedIn: Jerry Goodman
- jerry@tnwealthmgt.com
- megan@tnwealthmgt.com
- Office: 865-415-2060
- Megan: 865-415-2070
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