State of Your Estate

State of Your Estate


State of Your Estate ep 010

October 25, 2016

Steps in planning for special needs child ~ Preparing for disability ~ Successor agent
Steps in Planning for Special Needs Child
Beth and Morgan discuss an article that lays out 15 steps to prepare your Estate Plan when a special needs child is involved. The article can be found here.
Preparing for Disability
A good estate plan prepares you for possible disability, a far more likely scenario in any given year than death is.
Successor Agent
Can an agent under a durable power of attorney name someone else to take his place? Beth and Morgan answer this for a man taking care of his father.