#014: Wills 101 - Part 2 episode artwork

EPISODE · Apr 3, 2017 · 37 MIN

#014: Wills 101 - Part 2

from Big Picture Retirement®

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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#014: Wills 101 - Part 2

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