Preview Mode Links will not work in preview mode

Dec 15, 2022

Content Warning: This episode discusses the topics of estate planning and death. While we understand that these topics may be sensitive for certain individuals, we ask you to review the full episode description below and proceed accordingly.

Join Alex & Brit as they welcome Ed Fong (Attorney-at-Law) for a discussion about the importance of establishing an Estate Plan. Together they discuss the fundamentals of Estate Planning, the various forms of trusts, powers of attorney and the difficulties that many people encounter when going through probate court. Additionally, Ed Fong shares real-life stories that highlight the critical need for individuals to establish an Estate Plan to determine the fate of their assets when they reach end-of-life. This episode will surely inspire YOU to be brave and initiate difficult but important conversations with your family members and loved ones... because being prepared and having an Estate Plan to guide your loved ones, just makes Perfect Cents! 

To check out some of the resources highlighted in this episode visit the links below.

The Law Office of Ed Fong

Former Zappos CEO Tony Hsieh died a millionaire, but without a will.

Zinfandel Grille

To contact the hosts, email us at 

To register for an upcoming Financial Wellness webinar visit:

To learn more about SAFE Credit Union products and services visit: