EVOacademy

Episode 6 – Estate Planning 101-ish

This week on EvoFi we had the pleasure of hosting Kimberly Skiba-Rokosky. Kim is a family attorney and partner at Surovel, Isaacs, and Levy located in Fairfax, Virginia. She shares with us estate planning 101(ish) virtually as we cover the absolute basic necessities, then drill down to the differences between those intimidating words like a healthcare POA and Financial POA,  Testate and Intestate, and more! This is one that you don’t want to miss as a good estate plan is an important piece of your financial plan.

Check out “Estate Planning 101-ish”.

Also on this topic, see Episode 30, Taking Control of Your Estate Plan

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