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Estate Planning 101 - Trust, Will and Power of Attorney
Manage episode 422965810 series 3560779
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If you have a 401k, IRA, pension, home, investments or any other savings or valuable assets having an Estate Plan is vital.
This episode Jerry talks about how power of attorney is often misunderstood and crucial for estate planning. Listing a spouse as a beneficiary in a 401K does not grant them power of attorney. It is important to update power of attorney documents to ensure that assets can be managed in the event of incapacitation. Giving equal power of attorney to multiple individuals can lead to disagreements and complications. Springing power of attorney can be used to limit the power unless certain conditions are met. Estate planning can also be used for college funding and tax advantages. Don't miss this informative epsiode of Game Changer Retirement Radio.
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