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
Twitter/X
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.
