Переходьте в офлайн за допомогою програми Player FM !
Adulthood Happens at 18, Ready or Not with Estate Planner Connor Kelley
Manage episode 496391727 series 2412204
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
Sending your child off to college is a proud and emotional milestone, but many parents miss one crucial step. Once your child turns 18, you're no longer automatically allowed to access their medical or financial information, even if you’re still paying the bills. That means in an emergency, you could be sidelined when they need you most. Today, Scott talks with Estate Planning Attorney Connor Kelley to discuss the essential legal documents every young adult should have before leaving home.
Here’s what we cover in this episode:
🧑🎓 Your legal role changes when your child turns 18
📃 Why powers of attorney matter for college-bound kids
🏦 How a financial POA helps with tuition and banking emergencies
🏥 Why a healthcare POA gives you access in medical crises
🛑 The risks of DIY legal forms and what could go wrong
Resources for this episode:
Make an appointment to speak with Connor:
https://calendly.com/yourestateplan-kc/phone-call
Learn more: www.YourEstatePlan-KC.com
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning
201 епізодів
Manage episode 496391727 series 2412204
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
Sending your child off to college is a proud and emotional milestone, but many parents miss one crucial step. Once your child turns 18, you're no longer automatically allowed to access their medical or financial information, even if you’re still paying the bills. That means in an emergency, you could be sidelined when they need you most. Today, Scott talks with Estate Planning Attorney Connor Kelley to discuss the essential legal documents every young adult should have before leaving home.
Here’s what we cover in this episode:
🧑🎓 Your legal role changes when your child turns 18
📃 Why powers of attorney matter for college-bound kids
🏦 How a financial POA helps with tuition and banking emergencies
🏥 Why a healthcare POA gives you access in medical crises
🛑 The risks of DIY legal forms and what could go wrong
Resources for this episode:
Make an appointment to speak with Connor:
https://calendly.com/yourestateplan-kc/phone-call
Learn more: www.YourEstatePlan-KC.com
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning
201 епізодів
ทุกตอน
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.