Aug 15, 2019
In episode 182 of Financially Simple, Justin looks at the other documents necessary alongside a Last Will and Testament.
Besides the Will, there are a few other documents that you should consider sorting out in case of any eventualities. Justin goes over the other key Estate Planning documents that you should have to cover all the bases.
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01:11 - Other Key Estate Planning Documents
01:48 - A Living Trust
04:39 - Power of Attorney
08:29 - A Living Will or Advance Directive
10:02 - Further Information and A Statement of Desires
13:56 - Wrap Up
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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.