What You Need to Know About Estate Planning With John K. Ross

<p>In this episode of <a href='https://bautisfinancial.com/agent-of-wealth-podcast/'>The Agent of Wealth Podcast</a>, host <a href='https://bautisfinancial.com/marc-bautis/'>Marc Bautis</a> is joined by John K. Ross, Founder of Ross &amp; Shoalmire Elder Law Attorneys. John is a nationally recognized expert in estate planning, asset protection and taxation with over twenty years of law practice. Together, they discuss the process of estate planning, including the elements of a proper plan and considerations to make along the way.</p><p>In this episode, you will learn:</p><ul><li>The basic elements of an estate plan.</li><li>If you should self-fund for long-term care or get long-term care insurance.</li><li>The uses of a will and a trust, and how to determine if you need one or the other (or both).</li><li>How frequently you should review and update your estate planning documents.</li><li>And more!</li></ul><p>Resources:<br/><a href='https://bautisfinancial.com/episode-145-what-you-need-to-know-about-estate-planning-with-john-k-ross/'>Episode Transcript &amp; Blog</a> | <a href='https://www.rossandshoalmire.com/'>rossandshoalmire.com</a> | <a href='https://podcasts.apple.com/us/podcast/big-picture-retirement/id1191872952'>Big Picture Retirement Podcast</a> | <a href='https://calendly.com/d/wyh6-s5jy/introduction-call?month=2022-08'>Schedule an Introductory Call</a> | <a href='https://bautisfinancial.com/'>Bautis Financial</a>: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000</p>