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Episode 9: Estate Planning: Wills, Trusts, Power of Attorney, Healthcare Proxy
In episode 9, Brett Croft guides UHNW clients through essential estate planning tools to preserve wealth, including wills, revocable trusts, durable power of attorney, and healthcare proxies. He explains how these documents secure assets and minimize taxes. Tune in for clear strategies to ensure your legacy aligns with your goals.
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By Brett Croft, CFP®, CFA®, CTFA®In episode 9, Brett Croft guides UHNW clients through essential estate planning tools to preserve wealth, including wills, revocable trusts, durable power of attorney, and healthcare proxies. He explains how these documents secure assets and minimize taxes. Tune in for clear strategies to ensure your legacy aligns with your goals.