As a Senior Manager in the Wealth Planning Department at Sequoia, I work closely with members of the department to ensure we deliver planning solutions to our clients on a daily basis. I am actively engaged with the firm’s advisors, providing the tools and information necessary to help our clients achieve their financial goals by utilizing a comprehensive approach to wealth planning with a focus on estate and trust planning.
May 11th, 2019 | 9 mins 46 secs
death, durable healthcare power of attorney, estate, estate planning, finance, financial affairs, financial planning, financial power of attorney, hcpoa, healthcare, hippa, live savings, living will, poa, retirement planning, revocable living trust, revocable trust, savings, taxes, testament, wealth, will
Join Sequoia's Senior Manager of Wealth Planning, Michael Baker for five estate planning basics you should consider. This includes the importance of having a basic estate plan in place and five documents you should consider including in your estate plan. Benjamin Franklin said it best, "Nothing in this world can be said to be certain, except death and taxes.” By the end of this episode you will have a better understanding of how to plan for those very certainties!