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内容由Kim Minert提供。所有播客内容(包括剧集、图形和播客描述)均由 Kim Minert 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Estate Planning for the Estate-less

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Manage episode 423004816 series 3568422
内容由Kim Minert提供。所有播客内容(包括剧集、图形和播客描述)均由 Kim Minert 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this lively episode, host Kim Minert welcomes Heidi Thompson, an esteemed estate planning attorney and partner of Capital Asset Advisors. Together, they dive into the crucial world of estate planning. Heidi shares her unique journey from counseling to law, explaining why everyone, from young adults to seasoned families, should prioritize their legacy planning. Discover the importance of delegating your legal voice at 18, setting up guardianship for your children, and the peace of mind that comes with a well-crafted will or trust. Along the way, Heidi sparkles with humor, comparing frequent document updates to the tumultuous love life of a Taylor Swift song and more. Tune in for practical advice and heartwarming stories; learn how estate planning can be a straightforward and even enjoyable process, ensuring your loved ones are cared for no matter what. Don't miss this episode packed with practical advice and heartwarming stories.

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Artwork
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Manage episode 423004816 series 3568422
内容由Kim Minert提供。所有播客内容(包括剧集、图形和播客描述)均由 Kim Minert 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this lively episode, host Kim Minert welcomes Heidi Thompson, an esteemed estate planning attorney and partner of Capital Asset Advisors. Together, they dive into the crucial world of estate planning. Heidi shares her unique journey from counseling to law, explaining why everyone, from young adults to seasoned families, should prioritize their legacy planning. Discover the importance of delegating your legal voice at 18, setting up guardianship for your children, and the peace of mind that comes with a well-crafted will or trust. Along the way, Heidi sparkles with humor, comparing frequent document updates to the tumultuous love life of a Taylor Swift song and more. Tune in for practical advice and heartwarming stories; learn how estate planning can be a straightforward and even enjoyable process, ensuring your loved ones are cared for no matter what. Don't miss this episode packed with practical advice and heartwarming stories.

  continue reading

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