84. Your Merkle Plan Series: Legacy

Developing a legacy plan is the best way to ensure that your wishes are met at the end of your life or after you are gone. In this episode, we talk with Estate Planning Attorney, Charlie Bottenberg about how the process works. He tells us the difference between a will and a trust and the advantage of a financial power of attorney or medical power of attorney. Plus, he shares some great tips about deciding who is the right person to make decisions about your assets after you are gone. Charlie Bottenberg [email protected] 515-246-0335