Join host, Sarah Coombes and estate planning lawyer Lucy Percy as they take the overwhelm out of estate planning. You’ll learn the basics and roles in estate planning, the difference between basic and testamentary trust wills, and why having it is one of the kindest acts you can do for your family. Discover how clear, thoughtful planning can protect your loved ones and ensure your legacy lives on. Perfect for anyone who wants to feel more confident about the future.

Keywords

estate planning, wills, executor, testamentary trust, power of attorney, family dynamics, AI in law, asset distribution, legal advice, inheritance

Disclaimer:
The information shared in this episode is for educational and entertainment purposes only and should not be considered advice. Any examples or references are based on general information and do not take into account your personal situation, goals, or risk tolerance.

Always do your own research or seek independent advice before making decisions.

Any market data or stock examples mentioned were current at the time of recording but may no longer be relevant. The views expressed by guests are their own and do not necessarily reflect those of RichHer and/or their employees.