Will Preparation: Hard Data Collection – Episode 129: Purpose with Mark Bertrang, Author, Investments Don’t Hug

Before you discuss will-planning with an attorney, prepare your hard data collection. Mark’s guest – Katelyn Doyle, attorney with Johns, Flaherty & Collins, SC discusses those items you may wish to outline prior to your first meeting with a lawyer.  Our discussion includes a conversation of your dependents, special needs individual who maybe in your life, life insurance, debt, retirement account balances, non-retirement balance, second homes, business assets, real estate investments, personal representatives, executors, guardians, trustees, trust distributions & payouts for your children, guardian gifting, default estate planning, charitable giving and having a financial power of attorney. If you would like to request a copy of our fillable will preparation form used during this podcast, please email us at and include “Will Prep Form Request” in the subject line. Here is an additional resource you may wish to listen to: Advanced Healthcare Directives