In this episode, I provide a very "lite" overview of some basic and essential legal documents that are key to planning for what happens to your stuff when you die. In other words, estate planning.

I give a brief overview of wills, trusts, powers of attorney, and that scourge of legacy wealth planning: the estate tax.

#financialplanning #estateplanning #taxes #estatetax #selfemployed #businessplanning #retirement 

Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

Tidepool Wealth Strategies website
Phillip Smith, CRPC AIF LinkedIn