If you couldn't make your own decisions tomorrow, would your family know what to do?

Many adults are caring for aging parents while raising kids, and their own estate plan keeps getting pushed aside.

Stephanie Rapp, a trusts and estates partner at Day Pitney, joins the show today to explain the estate planning documents that matter most.

Listen in as she covers how a power of attorney, healthcare surrogate, and living will work while you're alive, and how a revocable trust passes your assets after you die.

You’ll learn how to start your estate plan with confidence to protect the people you love.

What You’ll Learn:

• The 3 documents that protect you if you can't make decisions for yourself.
• What to know before signing a power of attorney in Florida.
• How a revocable trust works during your lifetime and after death.
• The common mistake that leaves many trusts empty.
• How one simple account form can override your will or trust.
• What probate does well that most people don't realize.
• What the boomerang effect is and how it can backfire with your kids.

Ideas Worth Sharing:

• "If that revocable trust isn't funded, then it's really not effective until after probate on your death. It's not going to help you during life, and it's not going to help you during your incapacity." - Stephanie Rapp
• "At the end of the day, you are the one that knows your family the best and that dynamic the best. And so you have to deal with that, and you have to address it." - Stephanie Rapp
• "Don't be scared. It doesn't have to be scary. We can simplify it for you. And it's an important thing to get done for you and your family." - Stephanie Rapp

Resources:

• Stephanie Rapp: Website | LinkedIn | srapp@daypitney.com | 561-803-3523
• Genevieve George: Website | LinkedIn
• The Wealth Collaborative

Connect with Us:

If you're ready to stop avoiding your finances and start building the future you deserve, schedule a free call with me at pelicanfinancialplanning.com and let’s create your personalized financial plan together.

And if you want ongoing guidance, clarity, and confidence as you grow your wealth, subscribe to our newsletter for financial insights delivered right to your inbox.