Retirement ReadinessRetirement Readiness

Understanding Guardianship and Asset Evaluation

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In this episode of Retirement Readiness, Brigette Engstrom discusses the critical aspects of retirement planning, emphasizing the importance of estate planning, guardianship, and powers of attorney. She highlights that estate planning is not just for the wealthy and that everyone should have a plan in place to ensure their wishes are honored and their loved ones are taken care of. The conversation also covers the significance of evaluating assets and establishing guardianship for dependents, as well as the role of powers of attorney in decision-making during unforeseen circumstances.

 

 

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Retirement Readiness

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