Ep. 1 – Chess Griffin – How to Know What You Need for Your Estate Plan

Chess Griffin practices in the areas of estate and trust planning, probate and estate administration, guardianships, and elder law. He also assists numerous business owners with various business and corporate matters, from business/LLC formation to commercial contracts to leases to shareholder agreements.

On this Episode:

  • Chess shares his 23 year background in the estate planning world.
  • Get a clear explanation of what an estate plan is.
  • Learn the difference between a trust and a will.
  • Find out how to utilize trusts to protect assets regardless of divorces, creditors, early death, etc.
  • Chess shares why you should consider going to an estate planner as opposed to a site like LegalZoom.

The Three Legged Stool of Estate Planning:

  • A will.
  • A durable power of attorney.
  • A healthcare power of attorney with a living will component.

Tweetable Quotes:

“Being an executor is like being a detective.” – Chess Griffin

“Having somebody help you think through your estate plan is key.” – Radon Stancil

Chess Griffin:

If you are in or nearing retirement and are looking to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting the complimentary video course, Four Steps to Secure Your Retirement. To access the course, simply visit POMWealth.net/podcast.

To receive a free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on iTunes and send a screenshot to morgan@pomwealth.net.