680: The Three Most Important Documents You Can Have with Terri Gaffney
680: The Three Most Important Documents You Can Have
The Three Most Important Documents You Can Have
Terri Gaffney, Overstreet Wealth
– The Sharkpreneur podcast with Seth Greene Episode 680 Terri Gaffney
Terri Gaffney is a lawyer in Tampa, Florida at Overstreet Wealth. She helps her clients in matters of power of attorney, healthcare surrogates, and living wills. She also helps her clients set up the trusts that best fit their lifestyles.
Listen to this illuminating Sharkpreneur episode with Terri Gaffney about the three most important documents you can have.
Here are some of the beneficial topics covered on this week’s show:
● How every adult needs a power of attorney, a healthcare surrogate, and living will.
● Why each estate plan should be tailored to each individual person.
● How having a trust allows people to avoid the probate process.
● Why people might want to have a trust instead of having a will.
● How trusts can really take care of the succeeding generation.
Connect with Terri:
Guest Contact Info
terri@overstreetwealth.com
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