Personal Finance


Getting Your Estate in Order

February 15, 2018
A panel of financial experts explores the many aspects of estate planning to help ensure that your final wishes are carried out exactly as you wish.

Key Points

  • The Confident WalletTM by T. Rowe Price and The Washington Post BrandStudio is a personal podcast series that inspires long-term success through informed decision on savings.
  • In this podcast, “The Money Coach” Lynnette Khalfani-Cox , hosts Jeffrey Condon, author of “Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others),”  and Roger Young, a CERTIFIED FINANCIAL PLANNER™ at T. Rowe Price.  They provide a mental checklist of steps to take to get your estate in order. They also suggest how to cut the process down to size with some careful up-front planning.
  • Among other issues, the panel discusses estate planning costs, what happens if you don’t have an estate plan, and also explores various estate planning elements.  In a “This or That” segment, the experts compare the pros and cons of liquidation of assets vs. distribution of items and how it may affect you. Tune in to hear their thoughts.

Please note that you will be directed to the Washington Post website.

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