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Sinopsis

Gregory Ricks and Wes Blanchard discusses the importance of estate planning, emphasizing the need for wills and powers of attorney. They highlight the risks of holographic wills, which can often be challenged in court. Wes shared insights from a seminar at Loyola Law School, noting that most estate litigation cases involve handwritten wills. They stressed the benefits of having a professional handle estate planning to avoid delays and costs. Gregory encourages listeners to plan their estates to ensure smooth transitions and avoid family disputes. They also discuss the importance of having a relationship with an experienced attorney for efficient and cost-effective estate administration. Gregory Ricks discusses the importance of financial planning, emphasizing the need for ongoing relationships with financial advisors. He outlines the five core pillars of financial planning: income, investment, tax, healthcare, and estate planning. Gregory highlights the value of coaching and continuous learning, mentioning hi