Wills, trusts, POAs and directives: What’s the difference?
Essential estate planning documents help ensure your intentions will be honored, especially if you’re not in a position to express them yourself. Liz Ochoa, Raymond James private wealth strategist, discusses the differences between some of these powerful documents and shares which ones should be established as early as age 18.
Recorded August 3, 2023. Hosted by Paige Lenssen.
My well-rounded knowledge of financial and retirement planning can help shed some light on the best approach for investing to meet your individual goals.
