Attorney Spilling all the Legal Tea on Estate Planning | Jenny Rozelle | 121

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   🔗Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   ===  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: ✅ Track your savings ✅ Get personalized retirement advice based on your goals ✅ Explore investment options to grow your wealth ✅ And create a strategy that's built for your unique needs 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 If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!   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.

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