The REI Concierge Podcast Estate Planning 101 with Scott Sweitzer
Tim and Lisa are thrilled to have Scott Sweitzer back on the podcast!
Last time, Scott helped us understand closings and title attorneys. Check out Episode 44 if you haven't yet heard it.
This episode, we ask Scott to explain the basics of Estate Planning and setting up Trusts. We really zeroed in on the foundation to help those of us who know the words "Estate Planning" and "Trusts" but don't really know how it works, or what we should do about it.
This is very practical and we hope it'll be useful for all!
Scott's websites:
Connect with Scott:
LinkedIn: https://www.linkedin.com/in/scott-sweitzer-6a30135
LinkedIn: https://www.linkedin.com/company/prime-settlement-inc
LinkedIn: https://www.linkedin.com/company/prime-estate-planning
Instagram: www.instagram.com/primeestateplanning
Instagram: www.instagram.com/primesettlement
Facebook: www.facebook.com/PrimeSettlement
Facebook: www.facebook.com/PrimeEstatePlanning
Connect with Tim and Lisa:
Schedule a call with Tim
Schedule a call with Lisa
Learn more at thereiconcierge.com
Connect with us:
Schedule a call with Tim
Schedule a call with Lisa
Schedule a call with Jean
Learn more at thereiconcierge.com