Ep20: Proactive Estate Planning for Smooth Transitions featuring Julie Kolodziej

Great Decisions, Incredible Lives

17-01-2024 • 31 minutos

Are you prepared for the unexpected twists of life? Join the conversation on Great Decisions, Incredible Lives with host John Creekmr and guest Julie Kolodziej, a seasoned estate planning attorney who guides us through securing your future and legacy. In this episode, host John Creekmur engages in a comprehensive discussion with Julie Kolodziej, delving into the complexities of estate planning. With over two decades of experience, Julie offers her expert insights on crucial topics such as planning for incapacity, the nuances of business succession, and the importance of a personalized approach to estate planning. Key Takeaways: ✅ Early Estate Planning: The critical importance of early estate planning, even for those not ready for business succession. ✅ Planning for Incapacity: Understanding the role and importance of Power of Attorney in estate planning. ✅ Navigating Business Succession: Addressing the challenges and strategies pertinent to business owners in succession planning. ✅ Legal Mechanisms Explained: Demystifying wills, trusts, and probate processes. ✅Personalized Approach: Emphasizing the need for tailoring estate plans to meet individual needs and goals. Connect with Julie Kolodziej: Website: www.jprlawgroup.com Email: julie@jprlawgroup.com Phone:  773-245-5262 LinkedIn: https://www.linkedin.com/in/julie-kolodziej-j-d-a4892612/ Stay informed and prepared for life's twists and turns by tuning in to the "Great Decisions, Incredible Lives" podcast. Subscribe for more insightful episodes like this, and join us on a journey to make life's significant decisions.  https://creekmurwealth.com/podcast-disclosure/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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