Episode Summary:
Ruma Mazumdar, founder of Key Esquire, breaks down why having just a will isn't sufficient for comprehensive estate planning. Through real client stories and expert insights, this episode explores the essential components of a modern estate plan, common misconceptions about wills, and why millennials need to start planning earlier.
Key Timestamps:
00:01 - Introduction
00:07 - Why a will alone isn't enough
03:15 - Case study: First estate planning client experience
05:30 - Understanding probate in New Jersey
07:20 - The pitfalls of DIY estate planning
09:10 - Why estate plans need regular updates
10:15 - Millennial perspective on estate planning
11:00 - Real consequences of not having a plan
About The Show:
“Trust Issues” delivers practical insights on estate planning, wealth protection, and legacy building. Each episode provides actionable advice to help listeners make informed decisions about their financial future.
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