Episode 4: Why Your Durable Power of Attorney Matters Most

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The most important estate planning document is not a will or a trust. In this episode of True Wealth with Joel Baker, Joel discusses estate planning with Florida attorney Andrew Rosenberg. Andy explains why a durable power of attorney matters more than a will or a trust. He shares wild client stories that show the price of waiting. You will learn why everyone, even a new 18-year-old adult, needs a plan. Key Takeaways: → A durable power of attorney is the most important document in your estate plan. → The four essentials are a durable power of attorney, healthcare surrogate, living will and HIPAA document. → Planning is not just about death, it also protects you if you become disabled or…