Podcasts Business Secure Your Retirement Anne Rhodes Estate Planning in Retirement Simplified

Anne Rhodes Estate Planning in Retirement Simplified

Published: Dec. 4, 2023, 7 a.m.

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In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Anne Rhodes discuss how the wealth.com platform simplifies estate planning. Anne is the Chief Legal Officer at wealth.com with a mission to make estate planning and cross-generational wealth transfer affordable and accessible to more Americans.

She describes the two buckets where the core documents every American must have fall and their importance in estate planning.

Listen in to learn about the importance of documents like the HIPAA form, certification of trust, and why you should consider a trust versus a will. You will also learn how wealth.com is set up to reduce estate planning friction and simplify estate planning for financial advisors and their clients.

In this episode, find out:

  • The core documents every American needs to have in case of death or incapacitation and their importance.
  • The HIPAA form \\u2013 What does it allow you to do?
  • The certification of trust \\u2013 accompanies a living trust as a cover sheet, so you don\\u2019t have to reveal your trust\\u2019s private information.
  • Reasons to consider having a trust versus a will, like privacy and reducing the cost and time of probate.  
  • Anne explains the process from signing the documents to making them legal.

Tweetable Quotes:

  • \\u201cThe HIPAA release form is important to accompany the advanced healthcare directive.\\u201d- Anne Rhodes
  • \\u201cWe really want to give financial advisors and their clients a tool that they can trust to go deeply into this estate planning world.\\u201d- Anne Rhodes

Get in Touch with Anne:

LinkedIn: https://www.linkedin.com/in/annexrhodes/

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

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