Techie Personal Finance Bootcamp

Do You Need Estate Document with Will Beyers

Lucas Casarez CFP® / Will Beyers Season 3 Episode 11

Do you need estate documents?


I invited my friend and Estate Planning Expert, Will Beyers to shed some light on that answer.


Will does a great job summarizing what each document does and provides some context on when and why they will be needed.


The documents discussed in this episode are: Wills, Financial Power of Attorney, Medical Power of Attorney, and Trusts


We also dove into the importance of naming a caregiver if you have children, as well as, why most people drag their feet on setting up their estate documents. 


will@beyerslaw.com 

https://www.linkedin.com/in/williambeyersiii/

https://www.beyerslaw.com/