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In this episode of "Next Steps 4 Seniors: Conversations on Aging host Wendy Jones and estate planning attorney Rob Capello discuss essential strategies for managing family finances and preparing for the future with aging loved ones. They cover the pros and cons of joint bank accounts, the use of transfer on death (TOD) and payable on death (POD) designations, Lady Bird deeds for real estate, the importance of keeping a financial affairs record, and the need for open family communication. The episode also highlights the value of wills, trusts, and regularly updating beneficiary designations.
Learn more : https://nextsteps4seniors.com/
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