In this episode of Roadmap to Retirement, I am joined by David Shaffer, Chair of the Family Wealth and Estate Planning Group at Woods Oviatt Gilman LLP. David shares his journey from aspiring sports writer to estate planning attorney. The discussion covers essential aspects of estate planning, including wills, powers of attorney, and healthcare proxies. David emphasizes that everyone, not just the wealthy, needs an estate plan. We explore scenarios involving young professionals, long-term care, Medicaid, and the importance of planning ahead. The conversation also highlights irrevocable trusts and considerations for those without obvious heirs, touching on charitable giving and executor roles. David mentions his firm’s upcoming podcast, ‘Into the Woods,’ which will delve deeper into related topics.
Thank you for listening and come back next week for another new episode!
Podcast: Play in new window | Download
Subscribe! Amazon Music | Pandora | iHeartRadio | Blubrry | Podchaser | Podcast Index | RSS | More