Family Meetings Part 2: Estate Planning and Probate Basics
10/21/21 • 31 min
What exactly are the duties of an executor? What is probate?
Continuing our series of conversations on the importance of family meetings, Royal Harbor Partners' Natalie Picha and her guest Vanessa Solis-Maduzia of Waldron & Schneider Law Firm explain the process of probate in way that informs and educates.
Get to know us at: www.royalharborpartners.com
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
What exactly are the duties of an executor? What is probate?
Continuing our series of conversations on the importance of family meetings, Royal Harbor Partners' Natalie Picha and her guest Vanessa Solis-Maduzia of Waldron & Schneider Law Firm explain the process of probate in way that informs and educates.
Get to know us at: www.royalharborpartners.com
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
Previous Episode
Our 3Q Wrap-Up: A Paradigm Shift
It has been an interesting year for the markets. With Evergrande making waves in China. Political drama in the U.S. over a possible government shut down and a capital gains tax dominating our headlines. And that's just the beginning.
In Episode 8 of 2021, Glenn Royal and Natalie Picha wrap up this year's 3rd quarter and discuss a possible year-end rally in the markets.
Get to know us at: www.royalharborpartners.com
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
Next Episode
A Little Salty Language and the 60/40 Portfolio
Why is the traditional 60/40 balanced portfolio currently the hottest topic on Wall Street?
Is stagflation a real thing?
Why is Glenn using salty language in the office?
Maybe we should curb our enthusiasm about the economy.
Listen in as Royal Harbor Partners Glenn Royal and Natalie Picha discuss all of these important questions.
www.royalharborpartners.com
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
RHP Market Talk - Family Meetings Part 2: Estate Planning and Probate Basics
Transcript
Welcome to RHP Market Talk. I'm Natalie Picha, Partner with Royal Harbor Partners Wealth Management and joining me today, from the law firm of Walden and Schneider, PLLC is Senior Probate and Family Law attorney Vanessa Solis-Meduzia.
Natalie PichaSince 2005, Vanessa has concentrated her law practice in the areas of family, guardianship and probate law. Probate includes probating wills, contesting,
If you like this episode you’ll love
Wall Street Unplugged - What's Really Moving These Markets
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Talking Trading - Expert trading tactics so you can excel in the markets.
The Investing for Beginners Podcast - Your Path to Financial Freedom
How to Money
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/rhp-market-talk-217890/family-meetings-part-2-estate-planning-and-probate-basics-24608670"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to family meetings part 2: estate planning and probate basics on goodpods" style="width: 225px" /> </a>
Copy