Drop in the Bucket podcast is all about aging on your terms. We cover all of the things on your bucketlist and the things that have dropped into your bucket.

In this episode, Lisa Stover interviews Alice Wood, an attorney and author of three books on financial literacy. Alice shares her expertise on creating a simple estate plan that everyone should have. The must-haves for an estate plan include a will, power of attorney, health care directive, and beneficiary designations.

TIMESTAMPS

00:00:00  Alice Wood: The Perfect Estate Plan

00:03:37  The Importance of Estate Planning Documents

00:07:00  The Importance of a Power of Attorney for Healthcare

00:10:30  The Importance of a Will or Living Trust

00:13:30  The Five Must-Have Documents for Estate Planning

00:19:27  The Benefits of Creating a Trust

00:24:30  Financial Literacy for Those Who Have Experienced a Brain Injury

00:27:30  Wealth Watchers: A Conversation with Alice Wood

00:29:00  The Importance of Disability Insurance

00:35:57  Keeping track of original documents.