• Episode 8: Legal Docs Are not Just for Dead People!

  • May 10 2024
  • Length: 29 mins
  • Podcast

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Episode 8: Legal Docs Are not Just for Dead People!

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  • Summary

  • Did you know that if you don't have a legal will, your residence state has one for you...and the people you leave behind after death may very well be hurt financially by your state's plans for your assets.

    Did you know that your spouse does not have automatic Power of Attorney over your individual bank accounts, investments, IRA's, property, etc..


    Did you know that your state may not allow you to make health-care decisions for your adult child once they reach a certain age and that medical personnel or the State may be the decision makers?


    In our podcast, We are not offering any legal advice nor is our Broker Dealer Cambridge Investment & Research. Please consult with your Estate Planning attorney to get specific legal advice for your needs.
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