EnRich Your Life
A financial podcast hosted by advisor Richard Leimgruber, CRPC®, sharing practical advice and making financial wisdom accessible for all. Tune in for insights and tools that empower you to enrich your life and navigate your financial journey with confidence.
EnRich Your Life
Ep13 - Basic Estate Planning For All
Think estate planning is only for the wealthy? Think again. In this episode, Rich sits down with estate planning attorney Samara Halpern to break down what you actually need, whether you’re 18 or 80. From wills and healthcare proxies to power of attorney and trusts, this conversation covers the essentials most people overlook until it’s too late.
Episode Highlights:
- Why every adult over 18 needs a healthcare proxy
- The real difference between a will and a trust
- How to avoid costly mistakes that can leave your family stuck in probate
Want To Know More About Our Guest: From the U.S. Attorney’s Office to the NYPD, Samara Halpern’s path to founding Halpern Law, P.C. reflects a lifelong commitment to making the law practical, protective, and personal.
Samara Halpern,Managing Partner
Halpern Law, P.C.
+1 (914) 810-3122
samara@halpernlawpc.com
www.halpernlawpc.com
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Filmed and recorded at Studio on the Avenue/LMC Media
Mamaroneck, NY
https://lmcmedia.org/
Produced and Edited by Vekterly
https://www.vekterly.com/
Disclaimer: This podcast is for informational and educational purposes only and should not be considered as financial advice, a recommendation for any specific investment, strategy, or financial decision, or legal advice. By engaging with this material, you acknowledge and agree with its intended purpose. Any examples provided are hypothetical and for illustration purposes only. Neither Rich Leimgruber, the EnRich Your Life Podcast, nor its representatives are advising or suggesting any specific action or decision. Before making any financial, legal, or tax decisions, individuals should consult their own financial advisor, accountant, legal professional, or other qualified professional before making financial decisions. All opinions expressed are those of the host and guests and do not reflect the views of any affiliated financial institutions. The views shared may not be suitable for every individual or situation. Past performance is not indicative of future results, and all investments carry risk. Please note that any strategies discussed may not be suitable for all investors, and the appropriateness of any specific investment or strategy will depend on individual circumstances.