Ashley Rowe and Brian Akers discuss the importance of comprehensive estate planning for retirement success. They emphasize the need for powers of attorney, trusts, and state administration, as well as properly titling assets to avoid probate. They also discuss strategies for protecting inheritances and ensuring a smooth transition for beneficiaries, including clarifying wishes regarding tangible personal property and establishing trusts under wills. Additionally, they highlight the significance of having a power of attorney for younger generations to avoid costly guardianship processes and protect digital assets.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
