Today, Bruce sits down with Jon Gay for the first of a two-part series on avoiding estate planning mistakes.  Sadly, we see these mistakes every day. We'd like to help you avoid them.

How do you know if you need a Trust or a Will? Who should have a Trust, and what are the benefits of a Revocable Trust?

Also, consider these documents:

• Pour-over Will
• Revocable Living Trust
• Durable Financial Power of Attorney
• Durable Health Care Power of Attorney
• Living Will
• Mental Health Care Power of Attorney (Arizona)
• Beneficiary Deed (Arizona)
• Beneficiary designation forms for all bank investment accounts with a POD or TOD designation (and what those mean.)

Bruce explains the tertiary beneficiary designation - this can be a strategic way to distribute your wealth upon passing.  And also, if you have a Trust, why is funding it so important.

Bruce spends time explaining estate taxes and why it's very likely to apply to many more of us in a couple of years.

Learn why you should build an estate planning team.

Finally, they discuss the importance of a durable power of attorney, charitable planning, and successor trustees.

For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit them online at https://www.hoslerwm.com/

Or call them in their Prescott office at (928) 778-7666 or their Scottsdale office at (480) 994-7342.

For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/

Limitation of Liability Disclosures:  https://www.hoslerwm.com/disclosures/#socialmedia

Copyright © 2022-2025 Hosler Wealth Management LLC, All Rights Reserved. #ProtectingWealthPodcast  #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler