The WealthAbility Show with Tom Wheelwright, CPA cover image

Maintain Peace When You Die With A Living Trust

The WealthAbility Show with Tom Wheelwright, CPA

00:00

What Are the Best Uses of Life Insurance?

The most critical thing that i see in an estate plan is really, we've talked about it here to day. Is number one: You want to make sure you have a current andvilable health care power of attorney,. financial power of attorney, revocable living trust and will. And you want to makesure that your assets have ar either properly titled in the name of the trust or have the proper death beneficiary designation.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app