State of Your Estate ep 010

Steps in planning for special needs child ~ Preparing for disability ~ Successor agent

Steps in Planning for Special Needs Child

Beth and Morgan discuss an article that lays out 15 steps to prepare your Estate Plan when a special needs child is involved. The article can be found here.

Preparing for Disability

A good estate plan prepares you for possible disability, a far more likely scenario in any given year than death is.

Successor Agent

Can an agent under a durable power of attorney name someone else to take his place? Beth and Morgan answer this for a man taking care of his father.