Ep 20: Case Study - Not Very Power of Attorney

from Complete Estate Planning · host Nick Rosenbauer

On this episode, we take a look at the estate planning of one of Nick's clients. This plan was completed 11 years ago, but unfortunately the client no longer has the mental capacity to make decisions by herself. Nick walks us through the plan she had in place, the roadblocks that came up, and what changes that could have been made to make the plan more thorough. Contact: 513-463-6789 [email protected]

Episode metadata supplied by the publisher feed · Published Nov 5, 2020

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Ep 20: Case Study - Not Very Power of Attorney

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This episode was published on November 5, 2020.

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