Estate Planning Episodes

Wills, Trusts, Powers of Attorney. Nearly all of us have some concept of what these are, but how many of us are really confident that we understand these fundamental estate planning tools and how they work? On this episode of CFO at Home, Vince talks with Adam Zuckerman, founder of Buried in Work, a comprehensive resource for estate planning and end- of-life tasks. Adam shares the origin story of Buried in Work, the importance of estate planning, common misconceptions, essential documents, and m...

Estate Planning; not the most fun or glamorous financial topic, even for us money nerds, but something that if done properly can really lighten the load for our loved ones at the time that they need it the most. On this episode of CFO at Home, CFP and Founder/CEO of Woodall Wealth Management James Woodall returns for a discussion about fundamental Estate Planning tools, legacy planning, why these subjects mean so much to both him and Vince, and more. Key Takeaways Will - A legal document that s...

Gail Hamilton is Owner and Principal at BEE Connected LLC. Through BEEconnectedlife.com, Gail provides financial education to help individuals and businesses protect their assets and structure generational wealth through the creation of private family or business trusts or private family foundations. On this episode of CFO at Home, Gail and Vince discuss simple and complex wills and trusts, 4 Keys to Wealth, the book that Gail recently co-authored, and more Key Takeaways: Simple Will, Simple Tr...