Mar 4, 2021
The late Larry King had an estate plan but apparently had a handwritten amendment to his will. How can we learn from his mistakes? On this episode of the podcast, we talk about how important an estate plan is and what it means for the future.
Read more and get additional financial resources here: https://financialplanningva.com/podcast/lessons-learned-from-larry-kings-estate-plan/
What we discuss on this episode:
0:13 - How can we be certain your assets go to the right person?
4:04 - Who is the beneficiary on your accounts?
6:00 - Who are you taking care of by doing an estate plan?
7:44 - What happens if only one spouse dies first?
11:21 - What’s the tax strategy?