151. Wills, Trusts, and Everything You Need to Know about Future Planning

Before we jump into this episode, we wanted to let you know that it is longer than our usual episodes, and we talk about some heavy stuff in this one. In fact, this might be the type of episode where you take a couple of breaks while listening, and one that you send to your partner to check out. Today, we’ll be talking about what would happen if we should die, which is a topic that could take a while for you to process, because as you’ll hear, there is a lot to consider here. 

Our expert guest today is attorney Eric Christoffersen, who has been with the law firm Grams & Christoffersen for 13 years and counting. He started as a law student, clerking for Founder, David F. Grams who established the firm nearly 30 years ago. After graduating law school, cum laude from the University of Wisconsin Law School, he became an associate attorney and then later a shareholder. Now with 11+ years of practice experience he is the Managing Shareholder of Grams & Christoffersen, S.C., leading a great team to serve their clients into the future.

We think this episode with Eric is a really important one, and we discuss something that a lot of people will go through in their lifetimes. We feel that thinking about the future is worth having an entire episode on, and we hope you get a lot from this interview with Eric, who was in charge of helping Amy plan for her future. 

If you found this episode informative and helpful, we would love it if you shared it with your friends and loved ones, and let us know your biggest takeaway by tagging @gcestatelaw and @herselfpodcast on Instagram!