The Biblical Wealth Podcast

Is Having a Will Enough? Estate Planning with Jim Burch

September 02, 2020 Jared Williams Episode 21
The Biblical Wealth Podcast
Is Having a Will Enough? Estate Planning with Jim Burch
Chapters
The Biblical Wealth Podcast
Is Having a Will Enough? Estate Planning with Jim Burch
Sep 02, 2020 Episode 21
Jared Williams

Jared interviews estate planning expert, Jim Burch, founder of Easy Legal Planning.  Jim helps families from all 50 states plan and prepare to most efficiently transfer their assets after passing.  You may think this only applies to high net worth families, but as you’ll learn, estate planning is important for all families.


We cover a lot of ground in this episode.  Jim has a great personality, and as you'll hear we laughed a lot recording this one.  


Questions Answered

  • What is estate planning?
  • Who needs this?  Or who doesn’t need estate planning?
  • What are my options when it comes to estate planning?
  • What’s probate?
  • What’s the difference between a Will and a Trust? (hint, there’s a huge difference.)
  • Should families who already have a will still consider creating a trust? (YES!)
  • What assets get transferred into a trust…and how do you transfer assets into a trust?
  • Does having assets in a trust today cause any problems while we’re living?
  • How are power of attorney documents a blessing to your family?
  • How much does this cost?


How you can take action:

-
Click here to connect with Jim & Easy Legal Planning

- Click here to find all the resources from this episode and The Biblical Wealth Podcast.

- If you have any questions we’d love to hear from you at [email protected] 

- Or schedule a free 15-minute Discovery Call.

Show Notes

Jared interviews estate planning expert, Jim Burch, founder of Easy Legal Planning.  Jim helps families from all 50 states plan and prepare to most efficiently transfer their assets after passing.  You may think this only applies to high net worth families, but as you’ll learn, estate planning is important for all families.


We cover a lot of ground in this episode.  Jim has a great personality, and as you'll hear we laughed a lot recording this one.  


Questions Answered

  • What is estate planning?
  • Who needs this?  Or who doesn’t need estate planning?
  • What are my options when it comes to estate planning?
  • What’s probate?
  • What’s the difference between a Will and a Trust? (hint, there’s a huge difference.)
  • Should families who already have a will still consider creating a trust? (YES!)
  • What assets get transferred into a trust…and how do you transfer assets into a trust?
  • Does having assets in a trust today cause any problems while we’re living?
  • How are power of attorney documents a blessing to your family?
  • How much does this cost?


How you can take action:

-
Click here to connect with Jim & Easy Legal Planning

- Click here to find all the resources from this episode and The Biblical Wealth Podcast.

- If you have any questions we’d love to hear from you at [email protected] 

- Or schedule a free 15-minute Discovery Call.