Davidov Wealth Podcast

Ep.3- What’s in a Trust Plan? (Ft. Ilana Davidov Esq.)


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What exactly is inside a well-crafted trust-based estate plan? In this episode of the Davidov Wealth Podcast, Michael, Ilana, and Ethan unpack the essential documents that protect your assets, your health, and your legacy.

You’ll learn:

  • The difference between revocable and irrevocable trusts
  • Why a healthcare proxy and power of attorney are non-negotiable
  • How a pour-over will acts as a safety net for your estate
  • The role of the often-overlooked HIPAA authorization and disposition of remains

If you’ve ever wondered how all these pieces fit together into one solid plan, this episode has your answers.

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#EstatePlanning #TrustLaw #FamilyWealth #DavidovWealthPodcast

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Davidov Wealth PodcastBy Michael & Ethan Davidov