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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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Jul 23, 2018

Is there any value in doing your codicil in blood?

A codicil is an amendment to a will. They can be used when there is a smaller change and it seems easier than doing a whole new will.

Is there a time and place for a codicil? Yes, if no one is going to be mad and challenge the change that you've made.If you're changing beneficiaries, or executors, and they're going to be upset, you need to do a whole new will.

For more information, visit the show notes at http://bigpictureretirement.net/082

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