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Estate Planning 101

Estate Planning 101

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Brian Akers and Ashley Row discuss the importance of estate planning, including power of attorney and legal documents. They emphasize the need for these documents to ensure wishes are carried out and to avoid probate. Brian and Ashley also highlight the benefits of having a will, including avoiding probate and offering protection for beneficiaries. In the second segment, Speaker 2 and Brian Akers explore potential issues with multiple power of attorney agents and the importance of regularly reviewing beneficiary designations. They emphasize the significance of having a clear estate plan in place, including wills, trusts, and beneficiary designations, to ensure one's affairs are in order.


https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description



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