In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a “death binder.” The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early.

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Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps—encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at www.nextsteps4seniors.com

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