Legal Documents: Back to Basics

Update: 2025-08-10

Description

Ray and Jayme review the basic legal documents everyone should consider for protecting themselves, their wealth, and to ease the transfer of wealth onto heirs. The discussion inculdes some commonly overlooked important wording for today's increasing digital life.

Comments

In Channel

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Legal Documents: Back to Basics

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Key Themes For Your Investment Portfolio In 2025

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Actions to take when the market is down (4-27-2025)

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What to Know & What to Do

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Chasing Double Digit Returns: How Often Does It Really Happen?

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How Investors Should Think About Tariffs

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The Week of "L's" Long Term Care, Liberation, Losses

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Legal Documents: Back to Basics

Baird Private Wealth Management

#box-pro-ellipsis-175958428822822{-webkit-line-clamp:2;}Legal Documents: Back to Basics

Legal Documents: Back to Basics

Baird Private Wealth Management

Legal Documents: Back to Basics