• Ep 14 - Estate Planning 101

  • May 8 2024
  • Length: 28 mins
  • Podcast
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Ep 14 - Estate Planning 101

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  • Summary

  • What’s the secret to ensuring your assets, like a prized guitar collection, jams on -even after you’re gone? Josh helps answer this question by breaking down the essentials of estate planning, covering everything from legal documents to protecting personal treasures. Josh begins with the fundamentals, explaining why you need airtight legal documents such as wills, living wills, powers of attorney, and healthcare directives. He emphasizes the importance of professional assistance to craft these documents correctly, which ensures your wishes are clearly defined and legally protected. The conversation then shifts to the fun part: incorporating unique assets into your estate plan. Josh shares insights on how to handle valuable personal items, using an example from our production team's own cherished guitar collection. Josh also discusses the benefits of using trusts to bypass probate and keep your estate affairs private, providing a smoother transition for your beneficiaries. Can't get enough of the Financial Quarterback? Click 'Subscribe' to never miss a play. New episodes touchdown right here! Loving the playbook? Drop us a 5-star rating and share your thoughts in a review. Your feedback fuels the game plan!
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