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Face The Fear Podcast – Estate Planning with Kelly Dancy
In this episode, we are joined by Kelly Dancy, an Estate Planning Attorney with Walny Legal Group in Milwaukee, WI. Kelly breaks down the importance of Estate Planning and busts several common myths, like “I only need to have an estate plan if I’m old and have a lot of money.” (SPOILER ALERT: that is FALSE!)
We also cover:
What happens if someone dies without an estate plan?
How are estate plans created?
Other than a will, what are a few other important documents for estate planning
How should Millennials start a conversation with their parents/grandparents about creating or revisiting their estate plan?
Questions? Email us at facethefearfw@gmail.com!
Kelly Dancy:
Website: https://walnylegal.com/
LinkedIn: https://www.linkedin.com/in/kelly-dancy-30016214/
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Estate Planning: Put To The Test
Does financial planning really work? Abby Sullivan, Guest Contributor and Associate Account Executive at Allego, puts Estate Planning to the test! Inspired by our Face The Fear podcast about Estate Planning with Matt Erpelding, Abby decides to apply our content to her own life. Abby describes the process of creating a will, choosing a health care proxy, and designating a power of attorney. Let us know your thoughts in the comments below!
Contact Us: facethefearfw@gmail.com
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Face The Fear Podcast – Jenny Crabill, Life Insurance
On this episode of Face The Fear, we break down the basics of life insurance with Jenny Crabill, a fellow Millennial and Advanced Life Insurance Case Analyst. Here are a few of the questions Jenny helps us answer:
- What exactly is life insurance & why is it important?
- Why do I need life insurance now if I’m young, healthy, and don’t have anyone depending on my income?
- When is the best time to buy life insurance?
- How much does life insurance really cost?
- How do I purchase life insurance?
LifeHappens.org
Face The Fear Website: https://www.facethefearfw.com
Contact Us: facethefearfw@gmail.com
Don’t forget to subscribe and leave a review! XOXO
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Face The Fear Podcast – Matt Erpelding, Estate Planning
In this episode, we dive into Estate Planning 101 with Matt Erpelding, Director of Advanced Markets at Ash Brokerage. Think that Estate Planning is just something that rich people need to do? FALSE!
Here are a few of the questions Matt helps us answer:
- What is estate planning and why is it important?
- What are the differences between a trust, will, and estate?
- What is a Power of Attorney?
- When should someone start to create an estate plan?
- How should Millennials start the conversation with their parents and family members about estate planning?
- Where can someone go for guidance when creating an estate plan or will?
Contact Us: facethefearfw@gmail.com
Don’t forget to subscribe and leave a review! XOXO