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.
BLOG: Necessary Estate Planning Documents
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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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Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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