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What Estate Documents Should You Update After Losing a Spouse? | Aging Solo
After the death of a spouse or loved one, one of the most important next steps is updating your own legal and estate planning documents.
In this episode of Life After Caregiving – Aging Solo, Elaine Sanchez, Founder of CaregiverHelp, and Certified Financial Planner Brenna Baucum discuss what needs to be updated after loss so your wishes are clear and your family is protected.
Topics Include:
Updating Your Will or Trust
Changing Beneficiary Designations
Reviewing Powers Of Attorney
Updating Advance Directives
Choosing The Right Trustee Or Executor
Will Vs. Trust: What’s The Difference?
How To Avoid Family Conflict Later
Why Professional Trustees May Be The Best Choice
This conversation is designed to help widows, widowers, solo agers, and former caregivers make thoughtful legal and financial decisions for the future.
For caregiver support resources and organizational programs:
https://caregiverhelp.com/resilience-support-program-for-organizations/
To connect with us directly:
Connect@CaregiverHelp.com
Please subscribe for more guidance on caregiving, grief, financial transitions, and aging solo.
#LifeAfterCaregiving #AgingSolo #EstatePlanning #WillAndTrust #PowerOfAttorney #AdvanceDirective #SoloAging #CaregiverHelp #FuturePlanning
Видео What Estate Documents Should You Update After Losing a Spouse? | Aging Solo канала Elaine K Sanchez
In this episode of Life After Caregiving – Aging Solo, Elaine Sanchez, Founder of CaregiverHelp, and Certified Financial Planner Brenna Baucum discuss what needs to be updated after loss so your wishes are clear and your family is protected.
Topics Include:
Updating Your Will or Trust
Changing Beneficiary Designations
Reviewing Powers Of Attorney
Updating Advance Directives
Choosing The Right Trustee Or Executor
Will Vs. Trust: What’s The Difference?
How To Avoid Family Conflict Later
Why Professional Trustees May Be The Best Choice
This conversation is designed to help widows, widowers, solo agers, and former caregivers make thoughtful legal and financial decisions for the future.
For caregiver support resources and organizational programs:
https://caregiverhelp.com/resilience-support-program-for-organizations/
To connect with us directly:
Connect@CaregiverHelp.com
Please subscribe for more guidance on caregiving, grief, financial transitions, and aging solo.
#LifeAfterCaregiving #AgingSolo #EstatePlanning #WillAndTrust #PowerOfAttorney #AdvanceDirective #SoloAging #CaregiverHelp #FuturePlanning
Видео What Estate Documents Should You Update After Losing a Spouse? | Aging Solo канала Elaine K Sanchez
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16 ч. 24 мин. назад
00:19:40
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