『Estate Planning 101: Wills, Trusts, Pay-on-Death Accounts, and Power of Attorney Explained』のカバーアート

Estate Planning 101: Wills, Trusts, Pay-on-Death Accounts, and Power of Attorney Explained

Estate Planning 101: Wills, Trusts, Pay-on-Death Accounts, and Power of Attorney Explained

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Estate planning isn't just for the wealthy; it's for everyone who wants to make sure their wishes are honored, their loved ones are protected, and their affairs are in order.In this episode of Next Step Conversations, Becca sits down with trusted estate planning attorney Liz Johnson of Puget Sound Estate Law to unpack the key documents and decisions that make up a solid plan. Whether you're just getting started or need a refresher, this conversation covers the difference between a Will and a Trust, how Pay-on-Death (POD) accounts work, what a Power of Attorney (POA) does and why you may need more than one, how to avoid probate and make life easier for your loved ones, common mistakes to avoid when planning your estate, and when to update your documents and how to get started.Estate planning doesn't have to be confusing or overwhelming. This conversation brings clarity, peace of mind, and practical next steps, especially for seniors and their families.The best time to plan is at 18 years old. The second-best time is today.Guest: Liz Johnson, Elder Law AttorneyPuget Sound Estate Law, PLLC253-527-0911 | liz@psestatelaw.com | www.psestatelaw.comHost: Becca Pitts, Senior Real Estate SpecialistYour Next Step Team | eXp Realty253.678.7089 | becca@yournextstephome.com | yournextstephome.com
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