Episode 95: 3 Things Your Heirs Should Know

You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-95-3-things-your-heirs-should-know/ 

 

What we discuss on this show: 

1:48 - What should you be thinking about with the next generation?

2:52 - #1: Make sure that you have a healthcare directive or living will.

5:39 - #2: Have a will and make sure your heirs know about it.

7:54 - People with a trust think they can set it and forget it.

10:13 - Communication is important.

11:10 - #3: Name a financial power of attorney and executor.