UA-170695639-1 #187 Jennifer Rozelle - Estate Planning 101 - The Veterinarian Success Podcast

Episode 187

Published on:

21st May 2023

#187 Jennifer Rozelle - Estate Planning 101

In this episode I'm joined by Jennifer Rozelle who is an estate planning attorney locally to me in central Indiana. Jennifer is a partner and owner in Indiana Estate and Elder Law. Estate Planning is often so overlooked and Jennifer brings a lot of energy to a usually "stale" topic. You'll learn and laugh a bit listening to her share her knowledge and expertise. We discuss:

  • What does an estate plan accomplish?
  • What is probate?
  • What are the core tenants of a "good" estate plan?
  • The difference between a will-based or trust-based plan?
  • Stories of her experience and things to avoid.
  • AND so much more!

Show Links

Jennifer's LinkedIn

Jennifer's Podcast - Legal Tea

Indiana Estate and Elder Law

Our Sponsors


GuardianVets (be sure if you reach out to mention us for 50% off your first month)

OfferFirst (use code "VSP" for 20% off)

APEX Design Build

Panacea Financial

Job Links from the end of the episode

  • Fort Walton Beach (email:
  • Northern Vermont (email:
  • Northern Indiana
Show artwork for The Veterinarian Success Podcast

About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a former CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor.