I spoke with the attorney


Scroll to the bottom of the page to listen to the audio recording.

Some of our long-time readers may recall that we frequently hosted in person seminars. We had an ambitious calendar of events planned for 2020, but that all came to a halt early last year.
One of the seminars I had hoped to conduct was one with an elder law attorney to go over the ins and outs of estate planning. Obviously, we couldn’t do that, but I wanted to find a solution…
Instead of asking you to attend an in-person seminar or watch a webinar online, I interviewed attorney Robert Merting on our podcast. You can listen to this information from the comfort of your home or vehicle.
It is no exaggeration that some attorneys charge a several hundred dollar fee to share the information Robert shares on our podcast.
This is applicable information that will be valuable to you no matter where you are in life, but it will be especially pertinent as you approach retirement.
Getty images

Getty images

I asked the attorney:
How would you define estate planning?
Who is a candidate for estate planning?
Why should someone consider not writing their estate planning documents themself?
What are powers of attorney and why are they needed?
What is probate?
What is a trust?
How is a will different from a trust?
What are a person’s action steps to get started on their estate plan?
Planning how we want our assets to flow after we pass and getting power of attorney in place is extremely important!
Estate planning is so important that we include it on the retirement planning wheel. We attempt to address this concern with all of our clients.
Pre-planning may take the burden off of whoever is going to settle your estate. I also talk with Robert about how it can be a cost savings in the long run.
Until next week,
David C. Treece,
Financial Advisor
PS: Schedule a 15 minute call with me to discuss your financial planning. Click here.
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