Do I really need any of these documents? What's the bare minimum I can get away with? Do I need a Will if I have a Trust? Do I need to update my Will if I move to Florida? In this show we cover the basics on wills, trusts and estate planning in Florida. Local estate planning attorney, Debbie Faulkner, joins the conversation and fields a bunch of common questions that need answering.

Dolphin Financial Radio

Florida Wills & Trusts Basics

Have fun planning your retirement! This is a fun and conversational show with a focus on retirement planning issues. Dan Wendol and his co-host Tony keep a down-to-earth tone as they address topics like retirement income, healthcare costs, investing, pensions, retirement lifestyles, insurance, Social Security and many other financial topics. Dan Wendol shares his tips and experience as a fiduciary retirement planner and owner of a Registered Investment Advisor. His personal belief is that a successful retirement is about increasing income and decreasing stress. Sometimes special guests will join in to discuss the big-picture aspects of preparing for, and living in, retirement. For more about Dan Wendol and his work, to see videos, or learn more about this show, visit www.dolphinfinancialgroup.com.

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Dolphin Financial Radio