We Do Your Estate Plan Too

Podcast: Retire Y'all Radio with Adam Curran · Adam Curran

Opublikowano: 2026-03-14

This week’s show focused on the essentials of estate planning and the importance of having proper beneficiary designations, transfer-on-death (TOD) arrangements, and up-to-date powers of attorney. Adam discussed that while many people may not actually need complicated trusts, every adult should have basic documents like a simple will, financial power of attorney, and medical power of attorney to ensure that loved ones can manage assets and make healthcare decisions if needed. The team encourages listeners to review their plans, especially as life circumstances change. The show also highlighted the comprehensive approach offered by Curran Financial Partners, emphasizing th...