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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Apr 3, 2017

In the previous episode we talked about Wills: Why you need one and what to look out for so you do it right.

But before you draft out your will, these are the things you need to consider:

• Why you should never leave anyone $1.
• Beneficiaries:  you should know who your people are
• Why you need to specifically disinherit people who you don't want to receive anything.
• Always anticipate that circumstances will change.
• Questions your attorney needs to be asking
• Why you might want to avoid making personal property bequests in your will. • Reference to tangible personal property.
• Residuary Clause
• Choosing an executor - and what is an executrix?
• Do you want your executor to get a bond?

Contact us for help with your Wills: http://www.bigpictureretirement.net

 

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