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Episode 23: Introduction to Estate Planning with Heather Szajda

Episode 23: Introduction to Estate Planning with Heather Szajda

Federal Employee Financial Planning Podcast · Mason & Associates

November 14, 20221h 0m

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Show Notes

Despite what many people believe, estate planning isn't just for the ultra-wealthy or the elderly. Everyone, regardless of financial status or age, can benefit from having an estate plan as long as they have assets (house, vehicle, etc.) to leave and people to leave them to. In this episode, Heather Szajda, Partner at Virginia Estate & Trust Law, will be joining Tommy and John to discuss exactly what an estate plan might entail, when you should start to consider creating one and what happens if you decide to not create one.

Access the full show notes at Mason & Associates, LLC