Shownotes
WHAT YOU NEED TO KNOW ABOUT ESTATE PLANNING!
In this video, Emlen discusses the important topic of estate planning. He covers the five major decisions that need to be made in an estate plan, including selecting beneficiaries, choosing a method of distribution, picking a successor trustee, appointing a healthcare power of attorney, and naming a guardian for minor children.
Tune in to our latest episode to learn all that you need to know about estate planning!
Key Points:
#1 Understanding the role of beneficiaries in estate planning
#2 Exploring different methods of asset distribution
#3 Choosing the right person or entity as a successor trustee
#4 The importance of a healthcare power of attorney in making medical decisions
#5 Considering the role of a guardian for minor children
If you want to seek assistance from Gen Next Wealth in navigating these life transitions be sure to follow us on these platforms:
Website | gennextwealth.com
Facebook | www.facebook.com/gennextwealth
Instagram | @emilesmattingly
Linked In | www.linkedin.com/in/emlen-miles-mattingly
Twitter | @emilesmattingly
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