A Wiser Retirement®

123. Estate Planning for Young Adults

August 22, 2022 Wiser Wealth Management Episode 123

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Nick Rosenbauer, Estate Planning Attorney. Nick is founder of The Rosenbauer Law Office, LLC in West Chester, Ohio. Nick is also the host of the Complete Estate Planning podcast. They talk about the importance of a power of attorney, guardianship, privacy for young adults, and estate planning for crypto investors. They also explain the importance of having a master list for your passwords.

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Podcast Episodes Referenced:
Episode 120: Finding the Right Estate Planning Attorney for You
Episode 116: Are you striving to leave a purposeful legacy?

YouTube Videos Referenced:
The Financial Advisors Role in Legacy Planning
What is Legacy Planning and Why is it Important?

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