Join Kim and Todd on this episode of the Prosperity podcast as they discuss the importance of creating wills, trusts, and power of attorney and keeping them updated. Find out what the minimum age is to start worrying about these documents, and the minimum amount of money you should have to create a living trust.
Also, for help creating and updating all these documents visit nnepa.com (national network of estate planning attorneys) to find an attorney in your area to help you with you paperwork, for one flat fee.
Please keep sending us all the good questions and feedback at email@example.com! We appreciate your feedback and support!
0:37 Documentation: The Documents That You Sign
1:34 Looking At Wills, Trust, Healthcare, Power of Attorney: The Importance of Paying Attention
2:18 Getting Help to Update Your Documentation
- visit nnepa.com (national network of estate planning attorneys)
- finding an attorney in your area to get to create the necessary documents and keep them current
3:24 Making Changes to Your Documents While You Can
5:34 Is There A Minimum Age To Start Worrying About These Documents?
6:19 Keeping Life Insurance Policies Updated
6:48 At What Dollar Figure Should You Have a Living Trust?
7:45 The Consequences of Neglecting a Living Trust
9:32 How Often Should You Review Your Documents?
10:02 Sharing Financial Information at the Appropriate Time
Disclosure: Our content is meant for educational purposes only. While it’s our goal to help you learn about building a life of prosperity, we do not intend to provide financial advice. Please consult your financial, tax or legal advisor before making any investment or financial decisions.