Estate Planning Isn’t Just Legal with Jennifer Bondy EP 0177
Автор: CandorPath Financial
Загружено: 2026-01-14
Просмотров: 26
Описание:
In this episode, John sits down with Estate Planning & Probate Attorney, Jennifer Bondy, to talk about the often-overlooked emotional side of money, relationships, and decision-making. Jennifer shares how our past experiences shape the way we show up financially and personally, and why awareness is the first step toward real change. It’s an honest conversation about growth, clarity, and building healthier patterns that actually stick.
Learn more about Jennifer and her work:
Website: www.bondy.law
Areas of Legal Practice: https://bondy.law/areas-of-practice/
01:06 Jennifer's Career Journey
03:46 Estate Planning Basics
11:04 The Role of Trusts in Estate Planning
13:15 Understanding Probate
16:09 Avoiding Probate and Family Disputes
19:32 Disinheriting a Family Member
20:11 Will-Based vs. Trust-Based Plans
21:35 The Rise of AI in Legal Services
24:59 The Role of Financial Advisors in Estate Planning
26:44 The Importance of Proper Document Execution
29:28 State-Specific Legal Considerations
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