Tag: beneficiaries

Anatomy of a Good Estate Plan

John Ross and Lisa Shoalmire TV , , , , , ,
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In this episode, Lisa Shoalmire and John Ross discuss the anatomy of a good estate plan. The three phases of a good estate plan: planning for your own incapacity, the non-probate transition of assets at death, and planning for the unexpected.

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Choosing an Executor

John Ross Radio , , , ,
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choosing-an-executor-ai-min