A Proper Legacy: First Steps - with Attorney Ashley Nelson-Raut

from Winning in Retirement · host Akers Financial Group

Send us Fan MailEstate planning is crucial for protecting one's legacy and managing family dynamics after death. Ashley Rowe and Brian Akers emphasize the importance of working with an attorney for personalized advice and highlight the dangers of using online platforms like Legal Zoom. They discuss essential aspects of estate planning, including understanding net worth, asset titling, and beneficiary designations. They also stress the importance of having a power of attorney and updating estate plans every few years. Establishing revocable trusts can provide creditor protection and avoid probate, while trusts and power of attorney are crucial for managing incapacitated individuals' assets. Ashley Rowe and Brian Akers emphasize the value of having a comprehensive estate plan in place to avoid potential legal issues.

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This episode was published on June 27, 2025.

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