Navigating Estate Planning Conversations

Attorney Jennifer (Jenny) Rozelle joins us to unravel the complexities of estate planning and help you get your estate plans in order. In this episode she covers the essentials- healthcare directives, probate, wills, beneficiaries, trusts and more. She's a lawyer with a sense of humor and sprinkles in her special blend of wit and wisdom to liven up a topic that many people try to avoid. She also shares cautionary tales, current trends, and celebrity mishaps that she often talks about on her podcast, "Legal Tea". #DoYourEstatePlan

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===  NEW SPONSOR  ===

📈 Boldin (formerly NewRetirement) is our newest sponsor!  Boldin is retirement planning software that's like having a financial advisor at your fingertips. With Boldin, you can:

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You can get started with the free version, or choose the premium option (PlannerPlus) and get a 14-day free trial. Be sure to use this link to get started:  Go.boldin.com/catchingup

For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Indiana Estate Elder Law

🎙️Legal Tea Podcast

🎙️Legal Tea podcast episode #174 (Estate Tax Planning Post-Trump Reelection) n

Jenny’s talk at Bogleheads 2024

LinkedIn

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The online Estate Planning program Jackie used for her will 👉🏽 Trust & Will

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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.