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Retirement Reality Podcast

Retirement Reality Podcast

Business:Investing

Ep 69: The Living Side of Estate Planning with Patrick Boley (Part 1)

Ep 69: The Living Side of Estate Planning with Patrick Boley (Part 1)

2021-05-13
Download

Through years of working with clients, we’ve seen that the estate side of planning often gets overlooked. That’s why we’ve asked attorney Patrick Boley of Eckberg Lammers to come on and talk to us about the living documents that every person needs in part one of a two-part series on estate planning.

 

Read more and get additional resources here: https://principalpreservationservices.com/?p=39915&preview=true 

 

What we discuss on this episode: 

1:01 – Welcome in Patrick Boley

2:09 – Background on Patrick

5:37 – Healthcare directive  

8:04 – Specific statutes that need to be in place 

14:45 – Mike shares story about how a catastrophic event can unfold. 

16:46 – What if you have an adult college student and need access to medical records? 

18:02 – Definition of Durable Power of Attorney 

19:36 – Standard Power of Attorney

21:31 – Little things to think about

26:31 – How long is the process to get these living documents in place?

view more

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Ep 108: Listen To This If You Need Help Understanding Your Financial Statements
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Ep 107: The Financial Therapist - When It’s OK If A Visit To Your Advisor Feels Like Counseling
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Ep 106: Is There Greener Grass On The Other Side?
2022-11-22
Ep 105: The Retirement Marathon - Finishing The Race
2022-11-10
Ep 104: 5 Common Questions People Ask When Forced Into Retirement
2022-10-27
Ep 103: Warning Signs - How To Spot Problems In Your Financial Life
2022-10-13
Ep 102: How Money Ads Catch Your Attention
2022-09-22
Ep 101: Retirement Planning From A Psychologist’s Point Of View
2022-09-08
Ep 100: How Procrastination Dooms Your Financial Future
2022-08-25
Ep 99: Should You Follow These Popular Retirement Rules of Thumb?
2022-08-11
Ep 98: Tough Topic – Retirement and Divorce
2022-07-28
Ep 97: What Grade Can You Get on This Retirement Planning Quiz?
2022-07-14
Ep 96: Picking Sides In Important Financial Debates
2022-06-23
Ep 95: Investor Beware: Spotting Red Flags When Picking An Advisor
2022-06-09
Ep 94: Counting Down the Days Until Retirement
2022-05-26
Ep 93: Can you Retire at 55?
2022-05-12
Ep 92: Common Housing Questions from Retirees
2022-04-28
Ep 91: Important Retirement Birthdays
2022-04-14
Ep 90: When Guessing in Retirement Planning Goes Wrong
2022-03-24
Ep 89: Murky Issues That Make Retirement Planning Harder
2022-03-10
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