Estate Planning Essentials: What You Need to Get Started (Interview with an Estate Planner)

Are you ready to protect your family’s future? In this informative interview, a financial planner speaks with an experienced estate planning attorney to break down the essential documents and information you need to create a comprehensive estate plan. Learn about wills, trusts, powers of attorney, healthcare directives, and the crucial steps to take to get the process underway. Whether you’re just starting to think about estate planning or are ready to take action, this video provides valuable insights to guide you. #estateplanning #financialplanning #will #trust #powerofattorney #healthcaredirective #inheritance #wealthmanagement #familyprotection

 

Knox Lee is the founding attorney of Wills for the People LLC. She focuses on providing wills, trusts, and other estate planning documents to Black and Brown households and first-time estate planners. Whitney has a decade of experience spanning landlord/tenant law, family law, wills and estates, disability law, and civil rights. Committed to public education, she volunteers with the Black Women Will clinic and teaches antiracist advocacy and DEI principles to legal professionals. Whitney also created Impostrix Podcast to support professionals of color in overcoming imposter syndrome and workplace inequities. Whitney is a wife, and a mother to two young children.

IG @WillsForThePeople

www.willsforthepeoplega.com

whitney@willsforthepeoplega.com

 

Facebook
Twitter
LinkedIn

Don't miss our next article

Helping subscribers understand complex financial concepts, investment strategies, retirement planning, and more.

Add Your Heading Text Here

© All Rights Reserved.

Leave a Reply

Your email address will not be published. Required fields are marked *