Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Do You Need a Trust? Estate Planning 101 for Retirees
Do you need a trust, or is a will enough? And even if your estate documents are complete, are your accounts and beneficiary designations actually set up to follow your wishes?
In this episode, Tyler Emrick, CFA®, CFP®, breaks down the estate planning basics retirees should understand. From beneficiary designations and transfer-on-death instructions to wills, revocable trusts, irrevocable trusts, and powers of attorney, Tyler explains how the pieces of an estate plan work together.
In this episode, Tyler covers:
Why beneficiary designations and account titling should be one of your first…
The skinny
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