John talks with local estate planning attorney, Darlynn Morgan at the Morgan Law Group, about the various aspects of estate planning and why it's so critical to put a plan together.

During the episode, Darlynn talks about a recent story about some of the gaps in Kobe Bryant's estate plan, and how that can inform all of us about how to and when to update our plans.

Darlynn also talks about what documents are involved, such as:
A financial power of attorney
An advanced health care directives
And a Will vs. a Trust.

Be sure to listen till the end where Darlynn shows her own personal story about losing her first husband in her early 30s and how that impacted her career as an estate planner.

For more information, check out: http://morganlawgroup.com/

John talks with local estate planning attorney, Darlynn Morgan at the Morgan Law Group, about the various aspects of estate planning and why it's so critical to put a plan together.
During the episode, Darlynn talks about a recent story about some of the gaps in Kobe Bryant's estate plan, and how that can inform all of us about how to and when to update our plans.
Darlynn also talks about what documents are involved, such as:
<ul>
<li>A financial power of attorney</li>
<li>An advanced health care directives</li>
<li>And a Will vs. a Trust.</li>
</ul>
Be sure to listen till the end where Darlynn shows her own personal story about losing her first husband in her early 30s and how that impacted her career as an estate planner.
For more information, check out: <a href="http://morganlawgroup.com/">http://morganlawgroup.com/</a>

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com. 

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out <a href="http://www.thejohnchapmanshow.com">www.thejohnchapmanshow.com</a>.&nbsp;

The John Chapman Show Podcast

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready? 

The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.  

Pre-retirees biggest risks lie in not just investing the wealth they’ve built, but also in maintaining an up to date and secure financial plan as life changes. 

As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have. 

Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?&nbsp;
The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.&nbsp;&nbsp;
Pre-retirees biggest risks lie in not just investing the wealth they&rsquo;ve built, but also in maintaining an up to date and secure financial plan as life changes.&nbsp;
As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have.&nbsp;
Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

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