Ep 3: What to Know About Estate Planning with Rudy Beck
Rethinking Retirement with Marvin Mitchell
English - January 21, 2021 10:00 - 23 minutes - 23.3 MB - ★★★★★ - 4 ratingsInvesting Business News Business News stocks annuity compassretirement finance financial financialadvisor marvinmitchell missouri planning retire Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 2: Should You Reduce Your Risk?
What kind of documents do you need prepared when it comes to estate planning? Is your estate set up in a way that makes sense for you? Find out what you should do from attorney Rudy Beck.
Read more and get additional financial resources here: https://compassretirementsolutions.com/2021/01/21/ep-3-what-to-know-about-estate-planning-with-rudy-beck/
What we discuss on this episode:
0:49 - Introducing our special guest: Rudy Beck.
1:58 - What are the two most important documents to prepare?
5:59 - How can you avoid probate?
8:24 - How can a living trust be designed?
12:39 - How can you protect funds from a bad marriage?
13:55 - What benefits could veterans have available to them?
17:06 - What’s it like working with Rudy and his team?