How To Keep Smiling After Age 60 [episode 10]

Author, humorist and motivational speaker Judy Schreur explains the secrets to remaining happy after age 60.

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ElderTalk with TuckerAllen

ElderTalk podcast offers smart strategies for seniors and an open forum for older adults with important questions about their future.

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Teresa Yao, as they highlight the importance of reviewing a checklist of necessary estate planning documents when creating an estate plan. They go over how the effects of the COVID-19 pandemic have evolved over time for estate planning attorneys and how they assist their clients, who are looking to create plans for the future.

They break down many of the key facets of putting together a comprehensive estate plan. Not only do they dissect the ins and outs of Powers of Attorney, trusts, and wills, but the group describes the personal intricacies involved in leaving estate planning documents where loved ones can find them, dealing with potential family feuds, deciding trustees, agents in a Power of Attorney, and other roles in your estate plan, and more.

Joe, Jill, and Teresa touch on resources that you can use, such as Everplans (which was highlighted in a recent Wall Street Journal article), in order to offer instructions and financial information to your loved ones in the event of your death.

The post Key Components to Estate Plans and Instructing Loved Ones [Episode 171] appeared first on Joseph E. Cordell.