Estate Planning Wisdom for Singles with Merrell Bailey (Part 2)

The Roth Guy with Jude Wilson
09/11/2023 13 min Episodio 114
Estate Planning Wisdom for Singles with Merrell Bailey (Part 2)

Listen "Estate Planning Wisdom for Singles with Merrell Bailey (Part 2)"

Descargar episodio Ver en sitio original

Episode Synopsis

This is part two of our discussion with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. In this half of the conversation, she will share estate planning wisdom for singles who don’t plan on getting married. Merrell also highlights the importance of proactively planning for your estate by documenting your assets and stating preferences for inheritances and medical care decisions. Listen in to learn how to secure your estate and plan for a comfortable and stress-free retirement!
 
Contact:
Website: https://centrusfs.com/podcast/  
Call: 800-779-4592
 
 

More episodes of the podcast The Roth Guy with Jude Wilson

Why More Retirees Are Becoming Business Owners with George Rosen and George St Pierre III 18/12/2025
Taxes on Sale: Why Now Is the Time for Roth Conversions 04/12/2025
Why Better Questions Build Better Retirements 20/11/2025
Should You Have More Than One Financial Advisor? 06/11/2025
Retirement Health Care Costs Just Jumped Again- 2025 Fidelity Update 23/10/2025
Life Insurance Traps and Maximizing Your 401(k): Your Questions Answered! 25/09/2025
Finding the Sweet Spot: Roth vs. Traditional 401k 11/09/2025
Medicare 101: Avoid Costly Mistakes in 2025 with expert Kerwyn Jones 28/08/2025
Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes 14/08/2025
Big Beautiful Bill: Top 3 Retirement Tax Changes Explained 31/07/2025
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA