All of the key components of putting together your estate plans are covered. This meeting is appropriate for all Bogleheads in all life stages.
Our guest is Summerfield Baldwin, an estate planning attorney with 30 years experience in estate planning, wills & trusts, supplemental needs trusts, powers of attorney, health care directives & living wills, estate administration, elder care planning, and guardianships. He has also served as trustee of various trusts, and guardian for elderly, incapacitated, and mentally ill persons.
This is Part I of a Two-Part series with Summerfield. Part II will focus on Elder Care and "Things you wish you knew about taking care of aging parents."
Hosted by the Starting Out and Pre/Early Retirement Life Stage Chapters. Recorded on September 13, 2023.
Chat from the recorded meeting: [ Ссылка ]
The John C. Bogle Center for Financial Literacy ([ Ссылка ]) is a non-profit organization dedicated to improving financial literacy.
The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
The Center envisions a world of well-informed, capable, and empowered investors.
Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.
Bogleheads.org:
Bogleheads Website Home Page: [ Ссылка ]
Bogleheads Forum: [ Ссылка ]
Bogleheads Wiki: [ Ссылка ]
Bogleheads Blog: [ Ссылка ]
Investors can get started here: [ Ссылка ]
Social media:
Bogleheads on Facebook: [ Ссылка ]
Bogleheads on Twitter: [ Ссылка ]
Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
