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11min chapter
Aging Single #3: Finances and Estate Planning
Solo – The Single Person’s Guide to a Remarkable Life
Selecting Trustworthy Individuals for Financial and Estate Planning Roles
The chapter emphasizes the importance of appointing reliable and capable individuals as personal representatives, trustees, and agents in financial and estate matters. It discusses the fiduciary nature of these roles, the need for clear decision-making skills, and the importance of seeking professional financial advice. The conversation also covers estate planning for older individuals, managing digital assets, and the challenges faced by aging singles, highlighting the significance of staying engaged in post-retirement activities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode