We're very excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. Merrell joined us on the podcast earlier this year, and is here to share more of her estate planning wisdom with us today. Listen in as she debunks the misconception that estate planning is only for the ultra-wealthy and explores some of the unique parts of the process, like planning for your pet's welfare in the event that something happens to you. We also touch on the importance of managing your digital legacy in the age of social media and online assets, offering insights and actionable advice for ensuring your loved ones can access your digital life when you're no longer around.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
The Ticking Tax Time Bomb: Important Upcoming Webinar
Are Your Good Money Habits Holding You Back?
End of Year Financial Planning For 2023
Estate Planning Wisdom for Singles with Merrell Bailey (Part 2)
Are There Universal Retirement Truths? Part 1
Building An Estate Plan With No Regrets
When It’s Time To Change Financial Advisors
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning Part 2
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1
Longevity Planning: 3 Ways To Rethink Old Age and Retirement
Wine Pairings with Lee Pancake
Key Finance Decisions During Major Life Events
Cyber Security With Regine Bonneau, Part 2
Cyber Security With Regine Bonneau, Part 1
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
What’s Your Biggest Financial Fear?
Four Ways The SECURE Act 2.0 Might Impact You
Goals For The Year: Financial, Business and Personal Goals For 2023
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