fbpx

estate planning red flags podcast #14

Recently Married or Recently Divorced

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates

JASON D. MEREDITH, MBA, J.D., FCEP // Executive Vice President, Charitable Estate Planning, Thompson & Associates 

In this episode, Cayce and Jason discuss:

    • Problems created by lack of planning for people recently married and/or divorced.
    • Practical things people need to do when they get married or divorced.
    • As development officers, what can we be listening for to know if our donors have this issue?

This series of podcasts focuses on educating development teams across the country with
common pitfalls and red flags faced in estate planning. 
These podcasts highlight problems and obstacles your
donors face in the estate planning process.  Knowing these will help you recognize opportunities to assist
your supporters in determining their best plan, which could include your organization.