MoneyRx for CRNAs
Go behind the scenes with host Brett Fellows, CFP®, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists along the path to financial independence. In each episode, Brett shares expert insights and actionable advice, equipping you with the tools you need to take control of your financial destiny and retire on your terms.
MoneyRx for CRNAs
Estate Planning Insights for CRNAs
Brett discusses the importance of estate planning for certified registered nurse anesthetists (CRNAs), covering topics such as:
- What estate planning entails
- Who needs an estate plan
- Key documents involved, such as wills, trusts, and powers of attorney
- How to go about creating estate documents
[01:37] Understanding estate planning basics.
[04:38] Who needs an estate plan?
[06:24] The importance of creating a detailed estate plan to prevent disputes and secure your legacy.
[12:27] Exploring the core documents of an estate plan.
[21:51] Executing and storing your estate planning documents.
[24:44] Designating beneficiaries.
For more information and resources related to this episode, please visit the show notes.