In this episode, we are joined by Kelly Dancy, an Estate Planning Attorney with Walny Legal Group in Milwaukee, WI. Kelly breaks down the importance of Estate Planning and busts several common myths, like “I only need to have an estate plan if I’m old and have a lot of money.” (SPOILER ALERT: that is FALSE!)
We also cover:
What happens if someone dies without an estate plan?
How are estate plans created?
Other than a will, what are a few other important documents for estate planning
How should Millennials start a conversation with their parents/grandparents about creating or revisiting their estate plan?
Questions? Email us at email@example.com!
Does financial planning really work? Abby Sullivan, Guest Contributor and Associate Account Executive at Allego, puts Estate Planning to the test! Inspired by our Face The Fear podcast about Estate Planning with Matt Erpelding, Abby decides to apply our content to her own life. Abby describes the process of creating a will, choosing a health care proxy, and designating a power of attorney. Let us know your thoughts in the comments below!
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