Rock Your Retirement Show

Common Myths Of Estate Planning – Ep 165

Informações:

Sinopsis

Our guest co-host Ted Carr is back with us for this episode number 2 of our 4 part series. On our previous episode, we discussed why elderly parents fall for scams. This time, we will talk about the common myths of estate planning. Estate planning is one of the pillars of the strategic retirement planning concept. While it may be a task that gets misunderstood or procrastinated over, estate planning can provide a good direction for your loved ones in the future. Furthermore, it gives you a sense of relief as you think about where your household and assets go. Now just a disclaimer here- neither Ted nor myself are experts in the field of Estate Planning. We are just here to talk about our personal experiences. You would definitely want to discuss your own situation with an attorney. What Goes into an Estate Plan? When Les and I met our estate attorney, she talked to us not only about our assets but also about what happens if we get incapacitated. Even our very very naughty pet bird Mr. Grant was part of our es