Episode 9: Estate Planning: Wills, Trusts, Power of Attorney, Healthcare Proxy

from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish

In episode 9, Brett Croft guides clients through essential estate planning tools to preserve wealth, including wills, revocable trusts, durable power of attorney, and healthcare proxies. He explains how these documents secure assets and minimize taxes. Tune in for clear strategies to ensure your legacy aligns with your goals.Send us a question to: [email protected]: www.croftfinancialplanning.comProduced by 32Q LLC

Episode metadata supplied by the publisher feed · Published Aug 28, 2025

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Episode 9: Estate Planning: Wills, Trusts, Power of Attorney, Healthcare Proxy

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This episode was published on August 28, 2025.

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