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Financially Simple Bizcast


The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

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.

TRANSCRIPT/BLOG:
https://financiallysimple.com/needed-estate-planning-documents/

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TIME INDEX:

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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RESOURCES:

Financially Simple Educational Website

Financially Simple on YouTube

Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9.

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BIO:

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.