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Category: Estate Planning

Estate Planning with Lucy Percy – Part 2

Part 2   Jordan Vaka It’s kind of been an evolutionary advice for us as well, is not taking things at face value so much anymore, but getting those primary and source documents. And it can, it adds a lot of friction to the process because we’re collecting a lot more data and information that […]

Estate Planning with Lucy Percy – Part 1

Part 1   Jordan Vaka Hello and welcome back to Life, Loss & Legacy – the podcast for people navigating those first few years after losing their partner. My name is Jordan Vaka, and I’m from PlanningSolo. I’m an independent financial adviser who specializes in helping people through those first years. And I’m joined today […]

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