Ep.3- What’s in a Trust Plan? (Ft. Ilana Davidov Esq.)
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Ep.3- What’s in a Trust Plan? (Ft. Ilana Davidov Esq.)
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About this listen
What exactly is inside a well-crafted trust-based estate plan? In this episode of the Davidov Wealth Podcast, Michael, Ilana, and Ethan unpack the essential documents that protect your assets, your health, and your legacy.
You’ll learn:
- The difference between revocable and irrevocable trusts
- Why a healthcare proxy and power of attorney are non-negotiable
- How a pour-over will acts as a safety net for your estate
- The role of the often-overlooked HIPAA authorization and disposition of remains
If you’ve ever wondered how all these pieces fit together into one solid plan, this episode has your answers.
👉 Subscribe for more legal insights from the Davidov team
#EstatePlanning #TrustLaw #FamilyWealth #DavidovWealthPodcast
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