Estate Planning Documents: Everything You Need To Know [Episode 62]

18/06/2024 23 min Temporada 1 Episodio 62
Estate Planning Documents: Everything You Need To Know [Episode 62]

Listen "Estate Planning Documents: Everything You Need To Know [Episode 62]"

Episode Synopsis

When it comes to estate planning, it might be hard to know where to start. Do you need a will? How about a trust? In this episode of Joe Knows Retirement, Joe talks about nearly every estate planning document you can come across and explains whether or not they might be good documents for you to have in your estate plan. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/