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In this episode, Taylor Cole, CFP® and Vic Colella, CFP®, CDFA®, revisit the core documents that form the foundation of a solid estate plan. They then take a deeper dive into the durable power of attorney, sharing real-world insight into why this powerful document sometimes creates stress for families and what steps can help ensure it is properly implemented before it is ever needed.
If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at [email protected].
By Woodward Financial Advisors4.8
1313 ratings
In this episode, Taylor Cole, CFP® and Vic Colella, CFP®, CDFA®, revisit the core documents that form the foundation of a solid estate plan. They then take a deeper dive into the durable power of attorney, sharing real-world insight into why this powerful document sometimes creates stress for families and what steps can help ensure it is properly implemented before it is ever needed.
If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at [email protected].