Welcome to the Joss Brown Podcast!Join us on a journey through the intricate world of financial planning. With over 40 years of combined experience, hosts Dan Joss, Deven Joss, and Michelle Robinson from Joss Brown Wealth Advisors Group, LLC, delve deep into the various facets of financial life. As certified Financial Planning professionals, we cover a wide range of topics, from estate planning, insurance, retirement, and social security to investments and the psychology of money.In this episode, we zoom in on the importance of estate planning. What does it mean to have a well-thought-out estate plan? How can you ensure that your legacy is executed according to your wishes and not dictated by the state? We discuss the significance of wills, the difference between health care and financial power of attorney, and the evolving recommendations around trusts.Estate planning is not just about preparing for the inevitable; it's about ensuring that your financial plans align with your estate plans. Whether you're considering wealth transfer, charitable contributions, or gifting, we touch upon the best strategies to achieve your goals.Stay tuned for our next episode, where we'll be joined by estate planning attorney Trey Parker for an expert's perspective on the subject.Embark on this enlightening journey with us and gain invaluable insights into the world of financial planning and beyond!
