Something More with Chris Boyd | Estate Planning for Everyone: Wills, Trusts & Decisions That Matter
Advisors may find a plain-language walkthrough of estate planning documents, common beneficiary and review issues, and a discussion of a tool for client document review.
Summary
By our deskChris Boyd speaks with Kate Maier of Wealth Enhancement Group's Advanced Planning department about estate planning for people beyond the wealthy. The conversation covers healthcare directives, durable powers of attorney, beneficiary designations, wills versus trusts, revocable and irrevocable trusts, probate and privacy, and when plans should be reviewed. It also discusses how wealth.com is used to help individuals understand and review estate planning documents.
- Estate planning is framed as relevant beyond wealthy families.
- The episode covers healthcare directives and durable powers of attorney for decisions if someone cannot make them.
- It discusses common beneficiary designation mistakes and regular reviews of estate plans.
- It compares wills and trusts, including revocable and irrevocable trusts, probate and privacy.
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