![What Estate Planning Documents Do You Need? [Episode 10]](https://static.libsyn.com/p/assets/9/2/a/7/92a7342a46e80c38e5bbc093207a2619/Peak_Retirement_Planning-Joe_Schmitz_Podcast_Logo_with_Headshot_NP_10.12.23-20231030-7hpxuz1evy.png)
What Estate Planning Documents Do You Need? [Episode 10]
Joe Knows Retirement ยท Joe Schmitz Jr.
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode of Joe Knows Retirement, Joe covers the important topic of end-of-life planning. Making sure you have all the proper estate planning documents in place before you pass can make a huge difference in easing the transfer of your wealth and simplifying things for your loved ones. From power of attorney to wills to trusts, Joe covers all the estate planning documents you need/should consider in retirement.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
๐ฅ Subscribe to our YouTube channel: https://bit.ly/430T9Lv
๐Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html
๐ฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
๐ Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/