S2-E2: Estate Planning with Jason Hallmark and special guest, Jacob Frizado - Part 2 of 3

ESTATE planning - Part 2 of 3 

Today, Jason Hallmark has a special guest, Jacob Frizado, estate attorney with Pickrel, Schaeffer, and Ebeling, a law firm in the Dayton, Ohio, Metro area. 

Jason and Jacob are discussing the important documents and steps required in the estate planning process, including wills, trusts, Powers of Attorney, and various other issues that may arise when preparing these documents.  They will also discuss the processes involved in both estate and succession planning.

**Nothing stated by anyone on this podcast should be construed as legal advice. All situations discussed in this podcast are based on hypothetical situations. If you require legal assistance, please reach out to an attorney licensed to practice in your state.**

 

Jason Hallmark 

©2025 Jason Hallmark Wealth Planning, all rights reserved.

Hosted by Jason Hallmark

For more information go to:

http://www.HallmarkWealthPlanning.com

 

Produced by GLD Communications 

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Disclaimer:

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. The views expressed here should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice.