Jim's Take
Vaughan & Co. Securities, Inc. presents "Jim's Take" an investing and financial planning podcast series.
Jim's Take
Estate Planning Part 4: Retired Couple
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James Vaughan and Tyler Kennedy
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This is the fourth and final episode in the Estate Planning series. Jim and Tyler discuss what an estate plan for a couple that is retired could look like. Jim and Tyler go over key concepts regarding Trusts, Life Insurance, and Power of Attorney.
