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Ep 32: Your Estate documents – Know the Basics
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Today’s guest is Mark Davis. Mark is an estate lawyer with the law office, Connor Elder Law in Lafayette Hill. He has over 20 years of experience in the field of aging and disability services as a legal and public policy advocate.
In this episode, we will discuss important aspects of estate planning. Mark shares his wisdom with us, from how to choose a lawyer to navigating establishing a will.
On this episode, we’ll share:
- Listen here to learn about the power of attorney. (13:32)
- What is the timeline for a widow getting her will redone after her spouse passes? (21:58)
- Learn about finding a good estate lawyer. (28:06)
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
Learn about our guest:
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
Get additional financial information: https://sephtonfinancial.com/podcasts/
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