Alternates In Estate Planning. They're Important
Passing It On: Estate Planning for Families · Michael Pevney
October 11, 20232m 35s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com I'm diving into a crucial aspect of estate planning - the importance of having alternates. Imagine your chosen executor or trustee isn't available when needed. That's where alternates come in! They're like backup quarterbacks, ready to step in when the game is on the line. 🏈 In this video, I'll break down why having alternates for key roles in your estate plan is a game-changer. From executors to healthcare agents, we'll cover it all. Stay tuned to learn why these substitutes are vital for a seamless estate planning strategy. Trust me; you won't want to miss this one! 🚀💼📝 #Alternates #LegacyProtection #EstatePlan101 #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty