Friday - November 22nd, 2024
Apple News
×

What can we help you find?

Open Menu
August 6th, 2024

Who Needs Estate Plans? with Meredith Hill, Esq.

  1. Who Needs Estate Plans? with Meredith Hill, Esq. Ross Anderson, CFP® and Daniel Messeca, CFP® 34:42

This week we are joined by Meredith Hill, the founder and principal attorney, of the Hill Law Group. Meredith joins the show to discuss who needs estate plans and the pitfalls that families can fall into without having the proper documents in place.

Send your questions for the show to checkyourbalances@outlook.com to be featured on upcoming mailbag episodes!

Find this episode on YouTube
We're also on Instagram @checkyourbalances!

Daniel Messeca Financial Planner

Daniel’s grandmother helped him buy his first shares of Coca Cola when he was just eight years old, igniting a lifelong interest in investing. A graduate with a degree in Finance from the University of Maryland’s Smith School of Business, Daniel chose a career in financial services to apply his passion for investing and strategic planning. Daniel possesses expertise in insurance planning, especially as it relates to life insurance and annuity contracts. Daniel’s background in the insurance industry makes him particularly adept at analyzing existing policies and evaluating new proposals.

In 2016, Daniel co-founded Crooked Crab Brewing Company, a craft brewery located in Odenton, MD. The experience of planning, financing and operating a company makes him an informed planner for business owners.

Daniel lives in Maryland with his wife, daughter and a rambunctious hound dog who shows no signs of aging. He plays guitar in his free time and will always take time to talk about music with whomever will listen.

Contributors

Show More

Keep Up To Date With Our Latest Baby Boomer News & Offers!

Sign Up for Our FREE Newsletter

Name(Required)
This field is for validation purposes and should be left unchanged.

(( NEW ))