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Beyond The Paycheck

Episode 9: The Importance of Estate Planning

by | Jul 19, 2022 | Podcast | 0 comments

 

Today, Paula Christine is joined by estate planning attorney Shannon DeWall of DeWall Law.  Together, they answer a number of common questions about estate planning, including:

  • What is estate planning?
  • How are assets transferred upon death?
  • When should – and shouldn’t – you use a joint bank account?
  • Why are beneficiary designations, and frequent reviews, important?
  • What happens if I die and I have no documents in place?
  • What happens to my children if I haven’t put a plan in place?
  • How do wills and powers of attorney work?  And how do I choose who would be my power of attorney?
  • What is a trust and who needs one?
  • Can these documents be changed once put in place?

To reach Shannon DeWall at Dewall Law, you can visit her website: https://dewall-law.com/

Or give her a call at (734) 772-1220.

To contact Financial Coach Paula Christine, you can send her an email.  Paula@PaulaChristine.com

Or learn more by visiting our website: https://paulachristine.com/