Hello and welcome to Episode 37 of Retire Me!
I had a chance to have a discussion with Jason Allan from Allan Law this week about wills, powers of attorney, and estate planning. Jason is an estate planning attorney in Aurora, working with his wife Leslie in a family practice.
Most people are familiar with wills and their importance, but powers of attorney are a very important set of estate planning documents as well.
We talk about:
1) the importance of powers of attorney documents
2) advice for people with aging parents
3) issues that can crop up if you don't have the correct documents in place
4) the importance of clear communication in families and how doing the simple things right goes a long way
Thanks for listening!