Trends with Benefits #117: Estate Planning with Anne Rhodes>
Anne Rhodes, Chief Legal Officer of Wealth.com, joins this episode to prepare you for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, the impact of the great wealth transfer, and takeaways for those in the “sandwich generation.”
Show Notes:
01:59 Anne’s podcasting experience
05:00 Biggest misconceptions of estate planning
10:49 Trusts
12:49 Limitations to a trust
18:17 How the great wealth transfer impacts estate planning
19:26 Takeaways for the sandwich generation
25:37 Long-term trend
29:40 Trend or Fad
Trend or Fad
Listen for Anne’s take on artificial intelligence, cryptocurrency, centenarians, personalized pet nutrition, luxury senior living, and concierge doctors.
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