Wills, trusts, POAs and directives: What’s the difference? - Butler Financial, LTD
Important Tax FAQs

Resources

Wills, trusts, POAs and directives: What’s the difference?

Essential estate planning documents help ensure your intentions will be honored, especially if you’re not in a position to express them yourself. Liz Ochoa, Raymond James private wealth strategist, discusses the differences between some of these powerful documents and shares which ones should be established as early as age 18.

  
Listen to For What It's Worth on Spotify

Recorded August 3, 2023. Hosted by Paige Lenssen.

Other posts you might like
ButlerFinancial
The next level of play in the financial markets

Markets & Investing April 01, 2024 Raymond James CIO Larry Adam reminds investors they need to be well...

read more
ButlerFinancial
No fooling – a silver lining for investors

Markets & Investing April 01, 2024 Doug Drabik discusses fixed income market conditions and offers...

read more
ButlerFinancial
March highlighted by markets rising to record highs

Markets & Investing April 01, 2024 Market rally driven by a broadening of the market and optimism that...

read more