Jan 21, 2021
What kind of documents do you need prepared when it comes to estate planning? Is your estate set up in a way that makes sense for you? Find out what you should do from attorney Rudy Beck.
Read more and get additional financial resources here: https://compassretirementsolutions.com/2021/01/21/ep-3-what-to-know-about-estate-planning-with-rudy-beck/
What we discuss on this episode:
0:49 - Introducing our special guest: Rudy Beck.
1:58 - What are the two most important documents to prepare?
5:59 - How can you avoid probate?
8:24 - How can a living trust be designed?
12:39 - How can you protect funds from a bad marriage?
13:55 - What benefits could veterans have available to them?
17:06 - What’s it like working with Rudy and his team?