The REI Concierge Podcast

Estate Planning 101 with Scott Sweitzer

June 22, 2022 Season 3 Episode 64
The REI Concierge Podcast
Estate Planning 101 with Scott Sweitzer
Show Notes

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