Feb 7, 2024
What happens to your belongings when you don't have heirs? In today's episode, Archie and Rob discuss ensuring your assets are handled according to your wishes after you pass. They stress the importance of proactive planning to ensure that one's assets are distributed according to their wishes rather than leaving it to the government or the court's discretion. They discuss various options for leaving a legacy, such as charitable donations, donor advised funds, and charitable remainder trusts.
They provide real-life examples, consequences, and solutions so you can think ahead.
New York Times article: https://www.nytimes.com/2013/04/28/nyregion/holocaust-survivor-left-an-estate-worth-almost-40-million-but-no-heirs.html
Watch on YouTube: https://youtu.be/h7W9O9wj2Vs
Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Visit: http://www.thelastpaycheck.com
If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation