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Protect Your Money and Family with Estate Planning
Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher break down the basics of estate planning and why it matters for everyone, not just the wealthy.
Key discussion topics include: wills vs. trusts, the role of power of attorney, common estate planning mistakes to avoid, overlooked areas like personal wishes, and how tools like Legal Karma can make planning easier.
Following the main discussion, the team shares their response to a question from the member mailbag. Grant pulls the following submission: My…
The skinny
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