Estate planning
I went to an estate planning workshop a few days ago. Unfortunately the venue had poor acoustics and I had a hard time hearing the presentation.
I knew going in it would basically be a sales presentation, but thought it might be helpful to get some ideas and see if there were any aspects I should consider.
If we already have recent wills, POA, healthcare POA, and living wills, is there anything estate planning can offer that I haven't covered?
I'm retired but my wife still works, for maybe 4 more years. Our retirement accounts are at Fidelity and I manage them (for better or for worse), and I think we're positioned well for retirement.
We live in NC. I heard that wills don't skip probate but that trusts do. Is that something worthwhile that spending money for estate planning would be worthwhile?
What don't I know that I don't know? (The list may be long). 😜