This is part two of our discussion with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. In this half of the conversation, she will share estate planning wisdom for singles who don’t plan on getting married. Merrell also highlights the importance of proactively planning for your estate by documenting your assets and stating preferences for inheritances and medical care decisions. Listen in to learn how to secure your estate and plan for a comfortable and stress-free retirement!
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
2021 Tax Tips Recap
Mailbag Show
What Are The Three Qualities Of Money?
Play Nice In Your Sandbox, Part 2
Play Nice In Your Sandbox, Part 1
A 5 Question Retirement Preparedness Quiz
What Retirees Should Know About Wills & Trusts
Retirement Concerns Of Baby Boomers
September Mailbag Show
20/20 Hindsight
Ticking Tax Time Bomb - With Jeffrey Levine Part 2
Ticking Tax Time Bomb - With Jeffrey Levine
Generosity And Prosperity With Dr. Neecie
The 5-Rule Market Crash Survival Guide
Planning For Widows With Dr. Kathleen Rehl, Part 2
Planning For Widows With Dr. Kathleen Rehl, Part 1
Are You Paying Attention To Your Biggest Assets?
Good Intentions, Wrong Advice
The CARES Act
The Worst Financial Product
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