Business
As you get closer to retirement, you likely want to make sure everything is in order, including your estate plan. David discusses what paperwork you should have in place and up-to-date. Read more and get additional financial resources here: https://coveryourassetskc.com/podcasts/ What we discuss on this episode: 3:09 - Should you have a trust? 5:42 - Do you have good beneficiary designations? 9:53 - What are the two kinds of beneficiary designations? 15:39 - What if you aren’t able to speak for yourself later on?