On this episode of 'Roadmap to Retirement' I am joined by Hannah Cannon, an associate in the Trust and Estates department at Woods Oviatt Gilman. We discuss various aspects of estate planning with a specific focus on what to do if you don't have an obvious beneficiary. The conversation covers options like charitable donations, setting up scholarship funds, 529 accounts for educational purposes, and the intricacies of gift taxes. Hannah and I also delve into the complexities of long-term care planning and the importance of having a power of attorney. The episode aims to provide insights into effective estate planning and maximizing the benefits for both individuals and charitable organizations.

 

 

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