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Episode 12: Wills vs Trusts – The Cornerstones of Planning

Oct 14, 2019

Patrick defines the differences between wills and trusts and the importance of each.

Here are just a handful of the things that we'll discuss:

  • Who needs them?
  • What are the benefits?
  • Things to decide when creating a will:
    • Choose your Beneficiaries
    • Name an Executor
    • Name a Financial Power of Attorney
    • Name a Health Care Power of Attorney
checklist

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