Thompson & Associates

EP: Estate Planning Documents with Jason Meredith, JD, FCEP

Informações:

Sinopse

Join President of Thompson & Associates, Cayce Powell, as he speaks with Executive Vice President, Jason Meredith, JD, FCEP, as they discuss the different documents and resources involved in estate planning. In this podcast, they will cover the following points, and more: 1. What documents typically result from the estate planning process?2. What are the approximate costs associated with the process?3. Is it appropriate for individuals to call around to local attorneys inquiring about their estate planning fees?4. Are online legal websites a good resource to utilize to complete estate planning documents? Why or why not?EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.www.ceplan.com