Estate Planning with Haley Yackee

from Retire Early, Retire Now! · host Hunter Kelly

Send us Fan MailIn this episode of the 'Retire Early, Retire Now' podcast, Host Hunter Kelly of Palm Valley Wealth Management converses with attorney Haley Yackey from Coleman Talley, LLP about essential aspects of estate planning. They discuss the importance and intricacies of estate planning, including creating wills, healthcare directives, and power of attorney documents. Haley elaborates on safeguarding wealth through trusts, ensuring minors are cared for, and addressing family disputes over inheritances. They also touch on the upcoming changes in estate tax exemptions and strategies for gifting assets. Haley emphasizes communication and proactive planning to avoid conflicts, and they discuss the option of corporate trustees for managing trusts. The episode concludes with Haley sharing her contact information for those needing estate planning assistance in Georgia and Florida.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

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This episode was published on November 12, 2024.

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