Estate Planning with Kelly Dancy
In this episode, we are joined by Kelly Dancy, an estate planning attorney with Walny Legal Group in Milwaukee, WI. Kelly breaks down the importance of estate planning and busts several common myths, like "I only need to have an estate plan if I'm old and have a lot of money." (SPOILER ALERT: that is FALSE!) We also cover:
- What happens if someone dies without an estate plan?
- How are estate plans created?
- Other than a will, what are a few other important documents for estate planning?
- How should Millennials start a conversation with their parents/grandparents about creating or revisiting their estate plan?
Content provided is for informational use only and is not to be constituted as financial advice.
As an RIA Consultant with Palladium Group, Kaitlyn Duchein engages with advisors & planners in the Registered Investment Advisory space in a confidential and consultative arrangement.
Kaitlyn is a registered representative of First Palladium, LLC, Member FINRA and a wholly-owned subsidiary of Ash Brokerage, LLC. Supervising office located at 888 S. Harrison Street, Suite 900, Fort Wayne, IN 46802. (800) 589-3000.
Nicole Ellsworth has unrelenting drive. With more than ten years of experience in fast-paced, customer-focused environments she's skilled in a wide variety of disciplines. A driven self-starter, Nicole is equally adept at accomplishing goals individually or as a leader.