Archive FM

Aligned Money Show

The Estate Planning Process with Dave Lenok

On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine.  Listen to learn some practical steps to get the estate planning process started! For the Difference Making Tip, scan ahead to 16:39. You can learn more about Dave at WealthManagement.com, LinkedIn, Facebook, and Twitter.  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentac...
Broadcast on:
03 Jan 2024

On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior Editor at WealthManagement.com and Associate Legal Editor at Trusts and Estates Magazine.  Listen to learn some practical steps to get the estate planning process started! For the Difference Making Tip, scan ahead to 16:39. You can learn more about Dave at WealthManagement.com, LinkedIn, Facebook, and Twitter.  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wellness for individuals, families, and companies https://moneyalignmentac...