Margaret Folk

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Wills, trusts, POAs and directives: What’s the difference?

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.

Listen to For What It's Worth on Apple Podcasts  Listen to For What It's Worth on Spotify

Recorded August 3, 2023. Hosted by Paige Lenssen.