The Importance of Having a "Back Up"

Welcome back to Plan Now Win Later on LI News Radio 103.9 FM.

In today’s episode, you’ll hear about:

• The importance of having a Successor Executor, Trustee, Power of Attorney Agent, and Health Care Proxy Agent.

• The importance of contingent beneficiary designations.

• Time to review ALL estate planning documents.

If you’re one of the listeners who’s called in to meet with me, thank you. I appreciate your trust and continued support.

If you haven’t called in yet and would like a free consultation with Kurt, you can call: (631)-265-7200 or visit plannowwinlater.com for an immediate appointment & consultation.