Why you need to have an Estate Plan NOW!

On today’s Inside BS Show, Dave Lorenzo interviews Estate Planning Attorney Jennifer Taddeo.

Timestamps:

00:00 – Why you need to have an Estate Plan NOW!
00:58 – How did Jennifer become interested in Estate Planning?
05:14 – Why is estate planning so essential for young, healthy individuals?
06:50 – Even people as young as 18 should have an Estate Plan.
10:24 – What documents are required for an Estate Plan?
17:09 – What updated documents are required when getting married and divorcing?
22:42 – What are the two types of durable powers of attorney? 
30:50 – Why you need to have an Estate Plan NOW!

Jennifer Taddeo Estate Planning Attorney jenn@Estatewiseadvisory.com (508) 233-8393

About Jennifer Taddeo:

Jennifer D. Taddeo is a partner who concentrates her practice in estate planning, tax planning, business succession planning, trust and estate administration, elder law and long term care planning.

She provides service to individuals, families, fiduciaries, entrepreneurs, and business owners. She is experienced in drafting wills, revocable and irrevocable trusts, and other estate planning documents.

Ms. Taddeo assists clients with wealth transfer strategies designed to minimize overall estate tax liability while protecting beneficiaries from creditors. Her expertise in trust and estate administration extends to complex tax and disclaimer issues.

Outside of the office, Jennifer is very active in the community. She is on the Board of Managers for the Bernon Family Branch of the Hockomock Area YMCA. She is a lifelong member and supporter of the YMCA, as both she and her children attended the YMCA day care and summer camps. Jennifer is proud to advise on branch management and help raise funds for the many ways in which the Hockomock Area YMCA impacts its community.

Ms. Taddeo is an Accredited Estate Planner®. An AEP® designation is administered by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

📺Watch and Enjoy!