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A Wiser Retirement®
Wiser Wealth Management
314 episodes
4 days ago
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family. Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning? Ep 233: How Second Marriages and Blended Families Impact Estate Pla...
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All content for A Wiser Retirement® is the property of Wiser Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family. Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning? Ep 233: How Second Marriages and Blended Families Impact Estate Pla...
Show more...
Investing
Business,
News,
Business News
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295. What Happens If You Die Without a Will? The Legal Nightmare
A Wiser Retirement®
31 minutes
3 months ago
295. What Happens If You Die Without a Will? The Legal Nightmare
In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Senior Financial Advisor Shawna Theriault to discuss how taking the simplest step in estate planning, creating a will, can make a profound difference. While many assume estate planning is only for the ultra-wealthy, a will helps ensure your assets are distributed according to your wishes, reduces confusion, and eases the burden on your loved ones during an already difficult time. Related Podcast Epis...
A Wiser Retirement®
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family. Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning? Ep 233: How Second Marriages and Blended Families Impact Estate Pla...