Getting Your Estate in Order
Estate planning can be less intimidating when you’re armed with practical strategies that can provide peace of mind when you think about the afterlife of your money.
- In this podcast, Lynnette Khalfani-Cox, who’s also known as The Money Coach®, is joined by guests 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, to tackle the subject.
- The panel will address questions, including: What are the various components of an estate plan? Is it expensive to develop an estate plan? What happens if you don’t have an estate plan?
- In a segment called “This or That?,” the experts discuss the pros and cons of two choices: liquidation of assets versus distribution of items. Tune in to hear their advice.