Club Sandwiched Podcast

009 - Financial Planning 101: POA, WILL, SOS

Informações:

Sinopsis

We prepare for so many things with our aging parents. Healthcare. Caregiving. Living situations. Why aren’t we better prepared to make sure our parent’s financial affairs are in order? Listen to Financial Advisor, Janet Petran, break down everything on very simple terms - Trust, POA, Will, Probate. Don’t be intimidated by this process, be prepared.