EP 005: In this episode of The Retirement Success in Maine Podcast we are joined by Joy Trueworthy and Rachel Trafton, Estate Planning Attorneys at Rudman Winchell. In regards to our priorities at Guidance Point, we want to highlight the importance of this episode for our clients and the public. Many people that we meet with do not have an up to date and structured estate plan in place. It was important to our team that this podcast highlight some of the reasons why people do not spend time on estate planning and mistakes they make as they think about what estate planning means. Some of the questions we receive from our client conversations include: how should an estate plan change for me during my life? What happens when a loved one passes away ~ what do I do? How is estate planning going to change in the future and how should I be thinking about it? What are some themes around estate planning in Maine? Give the show a listen to find the answers to these and more!
What You'll Learn In This Podcast Episode:
- Introduction of Joy Trueworthy and Rachel Trafton [1:40]
- Why is an estate plan so important [10:00]
- How does the estate planning process change as people age through their lives? [18:44]
- Discussion about the structure at Rudman Winchell/Maine Elder Law and the services they offer. [25:52]
- What are the 3 biggest mistakes made in regards to estate planning? [30:32]
- What to expect when a loved one or spouse has passed away in regards to their estate? [44:03]
- Discussion about the future of estate planning and how it may change. [49:30]
- What does retirement success look like for Rachel and Joy? [58:45]
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.