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End of Life Plan

Hosted by: Laura Hawley Special guest: Dana Hurley

December 26, 2018

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

In this episode, we discuss what to consider when preparing your Estate Plan which may include your wishes for your Money, Assets, and Personal Medical decisions. We also look at the differences between a Will and a Trust, why Probate is such a dirty word, the importance of Asset Inventory and much more.

 

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual, nor intended to be a substitute for individualized legal advice. Allen & Company and LPL Financial do not provide legal advice or services. There is no assurance that the techniques and strategies discussed are suitable for all individuals or will yield positive outcomes. To determine which strategies may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to making a decision.

 

In this episode we cover:

  • Estate planning and where to start (1:08)
  • How to put an Estate Plan into action (5:54)
  • Difference between a Will and a Trust (9:20)
  • The role Probate may play in certain cases (13:56)
  • How to have the “End-of Life” conversation (18:10)
  • The importance of Asset Inventory and the role it plays in Estate Planning (28:15)
  • The advantages and disadvantages of going Paperless (33:49)

Links From the Show:

Tweetable Topics:

Probate does serve an important purpose in certain cases. – Dana Hurley, Financial Advisor at Allen & Company

Everybody should have a will. – Laura Hawley, CFP®, President at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley

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