Today, Bruce sits down with Jon Gay for the first of a two-part series on avoiding estate planning mistakes. Sadly, we see these mistakes every day. We'd like to help you avoid them.
How do you know if you need a Trust or a Will? Who should have a Trust, and what are the benefits of a Revocable Trust?
Also, consider these documents:
Bruce explains the tertiary beneficiary designation - this can be a strategic way to distribute your wealth upon passing. And also, if you have a Trust, why is funding it so important.
Bruce spends time explaining estate taxes and why it's very likely to apply to many more of us in a couple of years.
Learn why you should build an estate planning team.
Finally, they discuss the importance of a durable power of attorney, charitable planning, and successor trustees.
For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit us online at https://www.hoslerwm.com/
Contact Our Team: https://hoslerwm.com/contact-us/
Or call them in their Prescott office at (928) 778-7666 or their Scottsdale office at (480) 994-7342.
For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/
Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/
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