09-26-2024 Dollars and Sense, How Long Do You Plan To Live?

2024-09-26

Some topics are harder to talk about than others. For example, what happens when someone gets ill, needs additional care, gets close to passing away or even passes away unexpectedly? While not fun to think about, these are financial realities that many of our clients have faced over the years. In this week’s episode of Dollars & Sense, Marc and Christian discuss what proper estate planning can entail for individuals and families, different types of power of attorney, plus the importance of knowing how your different accounts are...

Some topics are harder to talk about than others. For example, what happens when someone gets ill, needs additional care, gets close to passing away or even passes away unexpectedly?

While not fun to think about, these are financial realities that many of our clients have faced over the years.

In this week’s episode of Dollars & Sense, Marc and Christian discuss what proper estate planning can entail for individuals and families, different types of power of attorney, plus the importance of knowing how your different accounts are registered and how your estate plan works when you’ll need it.

Don’t miss out on this important episode.

A full complement of Dollars & Sense broadcasts found here.

DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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