Estate Planning 101 Why you need an estate plan in todays CRAZY world.
A Strategy Guide to Retirement Planning with Terry Martine
English - March 12, 2021 04:00 - 49 minutes - 34.2 MB - ★★★★★ - 1 ratingInvesting Business Education Courses retirement planning florida retirement system financial planning myfrs medicare long term care life insurance teachers retirement social security roth conversions Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
We interview one the best estate planning Attorneys in West Palm Beach (Charlie Weiss). One word of caution, Charlie is in Florida, we specifically talk about Florida Estate Plans. If you are outside Florida, the concepts are the same but the documents might be slightly different. We answer the difference between a will and a Trust. Who needs a Trust or is it better to just have a will? Do you need a revocable living trust or an irrevocable living trust and the differences between the two. Who takes care of you if you become incapacitated, and what 5 documents you need today for a foundational Estate Plan. This interview was scheduled for 15 minutes, but we wanted to cover these important life documents in greater detail, so at the end we were sitting at 50 minutes. If you have questions about estate planning this is the podcast episode for you.
Please consult an attorney in your state for specific legal advice.