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
2021 Tax Tips Recap
Mailbag Show
What Are The Three Qualities Of Money?
Play Nice In Your Sandbox, Part 2
Play Nice In Your Sandbox, Part 1
A 5 Question Retirement Preparedness Quiz
What Retirees Should Know About Wills & Trusts
Retirement Concerns Of Baby Boomers
September Mailbag Show
20/20 Hindsight
Ticking Tax Time Bomb - With Jeffrey Levine Part 2
Ticking Tax Time Bomb - With Jeffrey Levine
Generosity And Prosperity With Dr. Neecie
The 5-Rule Market Crash Survival Guide
Planning For Widows With Dr. Kathleen Rehl, Part 2
Planning For Widows With Dr. Kathleen Rehl, Part 1
Are You Paying Attention To Your Biggest Assets?
Good Intentions, Wrong Advice
The CARES Act
The Worst Financial Product
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