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Navigating Abundant Retirement with Carol Dewey
Manage episode 375277279 series 3345764
Contenido proporcionado por Carol Dewey. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Carol Dewey o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode, Carol Dewey discusses the importance of estate planning for a secure retirement. She shares her own experience after her mother's passing, highlighting the value of having affairs in order. Carol emphasizes the significance of addressing estate planning to alleviate stress during emotional times.
Carol also features Barry Haimo of Haimo Law, an expert in estate and business planning. They touch on a crucial aspect of estate planning: the probate process. Barry explains that while probate is necessary, it comes with time, cost, and privacy implications. He compares it to an airport experience—time-consuming, invasive, and unpredictable.
Listeners are encouraged to consider their own plans and the impact on loved ones. The discussion sheds light on alternatives to probate, urging proactive planning. The episode underscores the emotional toll of probate and highlights the importance of ensuring a smoother process for family members.
Guest Speaker: Barry Haimo, Haimo Law @ www.haimolaw.com, (954) 228-3369, 8201 Peters Road, Suite 1000, Plantation, FL 33324
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