1. Legal Documents Your Kids Should Have Before They Become Adults (Ep.7) Matt and Beth Blecker 31:06

When your kids were born, you made sure all your legal documents were in place and your estate plans were all laid out. But, have you updated anything?

In this episode, Beth Blecker has some suggestions to walk you through legal documents you should have in place once your kids become adults.

Beth discusses: 

  • Why having a health proxy is an important medical decision for your kids
  • The importance of getting a durable financial power of attorney
  • The benefits of having a power of attorney
  • And more 


Connect With Eastern Planning:

Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.

A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.