Dec 18, 2023
You already know how important estate planning is for your retirement, but do you know the crucial must-do's?
In this episode, Micah Shilanski, joined by our expert advisors, Christian and JT, are discussing the essential aspects of estate planning and the significance of three fundamental documents for every adult aged 18 and above: the Will, Durable Power of Attorney, and Advanced Health Care Directive.
Proper planning is the key to avoiding unintentional disinheritance,
Regular updates and selecting the right individuals are essential, as things change over time, and you need to ensure they align with your values and can handle the responsibilities involved.