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Mailbag: Can My Daughter Handle Everything?

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Manage episode 488301619 series 2608961
Content provided by Nick Rosenbauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Rosenbauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

When it comes to estate planning, assigning roles to your loved ones can feel overwhelming, especially when you're considering putting one person in charge of multiple responsibilities. In this mailbag episode, Nick addresses a common listener question: Can my daughter be both the executor of my will and my healthcare power of attorney? Or is that too much for one person?

Here’s some of what we discuss in this episode:

📜 Executor vs. healthcare POA—what's the real difference?

🧠 How to pick the right person for the right job

💉 Why Nick won’t do medical duties

📅 Why most roles don’t overlap in timing

👨‍👩‍👧‍👦 Can one child handle multiple responsibilities?

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

Join us for our next workshop: https://cincinnatiestateplan.com/workshops/

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

  continue reading

137 episodes

Artwork
iconShare
 
Manage episode 488301619 series 2608961
Content provided by Nick Rosenbauer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Rosenbauer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

When it comes to estate planning, assigning roles to your loved ones can feel overwhelming, especially when you're considering putting one person in charge of multiple responsibilities. In this mailbag episode, Nick addresses a common listener question: Can my daughter be both the executor of my will and my healthcare power of attorney? Or is that too much for one person?

Here’s some of what we discuss in this episode:

📜 Executor vs. healthcare POA—what's the real difference?

🧠 How to pick the right person for the right job

💉 Why Nick won’t do medical duties

📅 Why most roles don’t overlap in timing

👨‍👩‍👧‍👦 Can one child handle multiple responsibilities?

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

Join us for our next workshop: https://cincinnatiestateplan.com/workshops/

Check out our free resources here: https://cincinnatiestateplan.com/free-resources/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

  continue reading

137 episodes

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