What are the things that can make estate planning a lot easier? That's really what we want to cover today. Things are often overlooked and today we're going to talk about the six things that you could do to make a transition easier. If you have aging parents, and you're the one that's going to act as that personal representative. We're going to share some helpful information covering estate planning and digital wills that we think are important for you to have.
Submit questions to the show at Retire@theoremwm.com
- Johnathan Rankin CRPC® CEPA®, Founder & CEO,
- Melissa Rankin - Wealth Management Advisor
Theorem Wealth Management
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CHAPTERS
00:00 - Introduction
4:24 - Choose Someone You Trust. . . Then Communicate
6:29 - Make A List Of Property
8:23 - Make A List Of All Accounts
12:15 - Make Copies Of Your List
13:30 - Create A Digital Will
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🎁 [ULTIMATE RETIREMENT TOOL KIT]
