As part of the Make a Will Month series David has a conversation with Jill Chambers, the founder of Financial Concierge.
It is Jill’s mission is to guide vulnerable families, busy professionals, and older adults as they navigate the complexities of Estate planning.
In this episode Jill shares her insights on the importance of communication, the risks of joint accounts, and the necessity of having a trusted contact person.
Whether you’re just beginning to think about your own estate planning or looking to understand the what it means to act as an executor, this episode is packed with practical advice and some cautionary tales
For David’s book, other resources and more visit www.davidedey.com
Notifications
