Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core … read more
Ever wondered about the basics of estate planning? Today's show is a simple overview of the major estate planning documents.
We talk about wills, living wills, and powers of attorney and discuss what they mean and why they're important.
This is not a technical deep-dive; this is a light and friendly overview.
Enjoy the show!
Joshua
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