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
Solid Financial Truths
Everything You Need To Know About Roth Conversions
All About The Benjamins – Is “Cash” Good Or Bad?
IRA Limits & Emails
Which Excuses Keep You From Retiring?
Mailbag Show
Top 5 Social Security Misunderstandings
Finding Silver Linings In Unfortunate Financial Situations
The Bucket Plan with Jason Smith, Part 2
The Bucket Plan with Jason Smith, Part 1
Paychecks & Playchecks with Tom Hegna
The Mailbag Show
Excuses Why You‘re Working With The Wrong Advisor
Why You Should Plan For Retirement With A Sense Of Urgency
Exposing 401(k) Weaknesses
These Financial Things Are Underrated
These Financial Things Are Overrated
Planning For Future Tax Rates
Don't Utter These Famous Last Words
Roth Accounts and Tax Buckets
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