#187 Jennifer Rozelle - Estate Planning 101
In this episode I'm joined by Jennifer Rozelle who is an estate planning attorney locally to me in central Indiana. Jennifer is a partner and owner in Indiana Estate and Elder Law. Estate Planning is often so overlooked and Jennifer brings a lot of energy to a usually "stale" topic. You'll learn and laugh a bit listening to her share her knowledge and expertise. We discuss:
- What does an estate plan accomplish?
- What is probate?
- What are the core tenants of a "good" estate plan?
- The difference between a will-based or trust-based plan?
- Stories of her experience and things to avoid.
- AND so much more!
Show Links
Jennifer's Podcast - Legal Tea
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