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Estate Planning Podcast June 2021 Audio

Estate Planning Podcast June 2021 Audio

Released Tuesday, 22nd June 2021
Good episode? Give it some love!
Estate Planning Podcast June 2021 Audio

Estate Planning Podcast June 2021 Audio

Estate Planning Podcast June 2021 Audio

Estate Planning Podcast June 2021 Audio

Tuesday, 22nd June 2021
Good episode? Give it some love!
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“It actually turns out that 60 percent of adults do not have an estate plan, which is pretty shocking, especially since 90 percent of people say that they want to benefit their families and make their deaths as easy as possible on their families.” ~ Kate Kilberg, Catalyst Law LLC

Sometimes, Hollywood offers us more than glitz and glamour – it offers us estate planning lessons! Kate Kilberg, a Partner and Estate Planning Lawyer at Catalyst Law, has started an unusual blog series in which she offers analysis of select films, drawing from them key takeaways that relate to estate planning. Combining estate planning and entertainment, she demonstrates that there is a lot to glean from the stories on the silver screen! In this podcast, Philanthropic and Investment Advisor Katherine Fox, CFP®, CAP®, sits down with Kate to look at two films in particular, "The Descendants" and "This is Where I Leave You," each of which illustrates important estate planning concepts and issues.

© 2021 Arnerich Massena, Inc. All rights reserved.By accessing this Podcast, you acknowledge that its contents and design are the property of Arnerich Massena, or used by Arnerich Massena with permission, and are protected under U.S. and international copyright and trademark laws. This Podcast and its contents may not be sold, reproduced, retransmitted, republished, edited, modified or redistributed in any way without Arnerich Massena’s prior written consent. Advertising that is incorporated into, placed in association with, or targeted towards the content of this podcast is forbidden. The information, opinions and recommendations presented in this Podcast are provided for general informational and educational purposes only and any reliance on its contents is done at your own risk. Information used in the Podcast is drawn from third-party sources believed reliable but not independently verified or guaranteed by Arnerich Massena. We do not represent that it is accurate or complete, and it should not be relied on as such. Arnerich Massena makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. This Podcast and its contents do not constitute investment advice, which would need to take into account a client’s particular investment objectives, financial situation, and needs. Opinions expressed are our current opinions as of the date appearing on this material. Past performance does not guarantee future results. Investments and strategies discussed herein may not be suitable for all readers, and you should consult with a legal, tax, or accounting professional before acting upon any information or analysis contained herein.ARNERICH MASSENA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

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