Ep. 14 - Smooth Transition of Wealth
Brighter Retirement Radio Podcast
English - June 25, 2020 13:00 - 39 minutes - 36.5 MBEducation 401k donations ira retire rothira charitablegiving financial financialplanning planning retirement Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
In today's episode, we discuss how to smooth the transfer of wealth with Stephanie O'Brien who is a good friend and estate planning, attorney and litigation expert.
Stephanie and I meet with clients and students in our educational seminars that share heartache, frustration and bumps in the roads that have come from improper state plan, design and execution. And so today's episode is all about effectively putting together a roadmap towards success with your estate plan transfer and executing on that exact same plan.
Make sure you listen to the end to hear what Stephanie suggests you can do right now inside of your own conversations with you, your spouse and your children and how to communicate those desires with your state planning attorney to make sure you're properly clearing the path to a smooth transfer of wealth.
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