Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)

Unlocking Your Financial Future

Content provided by BA Schrock Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BA Schrock Financial Group 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.

2y ago 27:43

MP3•Episode home

We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this two-part episode, we got to know more about Joel and talked about the ins and outs of running a business. In part two, Joel will answer your estate planning questions.

Here’s some of what you’ll learn in this episode:

The importance of having a will, a financial power of attorney, and a medical power of attorney. (1:19)
Joel breaks down the differences between a financial power of attorney and medical power of attorney. (5:28)
Do I need a trust? (11:38)
The differences between a revocable and irrevocable trust. (17:34)
The importance of having an estate plan. (23:44)

Learn more about Joel: https://www.businessandconstructionattorneys.com/attorney/joel-d-cavanaugh/)

For more, visit us online: https://baschrock-fg.com/

135 episodes

#Trading #Business #BA Schrock Financial Group #Financial Planning