Think Ahead: Understanding the People in Your Plan (Estate Documents)

On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to name for various roles in their estate plan. This podcast covers Vercio’s recent blog post “A Guide to Advanced Medical Directives”, and goes more in-depth, using real-life examples of successes and challenges when those documents are put in force.

Some topics they cover:

·      What are the key elements of an estate plan?

·      What are advanced medical directives, and what

are strategies for implementing them?

·      Who should you choose to be agents of your

estate?

·      What are a few common mistakes to avoid if you

have an estate plan in place?

·      What role does my financial advisor play in my

estate plan?

·      What are the consequences if I never create an

estate plan?

As always, thanks for listening!