Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121
Catching Up to FI · Bill Yount & Jackie Cummings Koski
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Show Notes
Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up a topic that many people try to avoid. She also shares cautionary tales, current trends, and celebrity mishaps that she often talks about on her podcast, "Legal Tea". #DoYourEstatePlan
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Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)
🎙️Legal Tea podcast episode #174 (Estate Tax Planning Post-Trump Reelection) n
Jenny's talk at Bogleheads 2024
The online Estate Planning program Jackie used for her will 👉🏽 Trust & Will
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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.