Estate Planning Wisdom for Singles with Merrell Bailey (Part 2)

from The Roth Guy with Jude Wilson · host Jude Wilson

This is part two of our discussion with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. In this half of the conversation, she will share estate planning wisdom for singles who don’t plan on getting married. Merrell also highlights the importance of proactively planning for your estate by documenting your assets and stating preferences for inheritances and medical care decisions. Listen in to learn how to secure your estate and plan for a comfortable and stress-free retirement! Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592

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This episode is 13 minutes long.

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This episode was published on November 9, 2023.

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