My Kids Don't Want My Stuff - Lessons in Estate Planning Part 2, Ep # 296 episode artwork

EPISODE · May 15, 2023 · 20 MIN

My Kids Don't Want My Stuff - Lessons in Estate Planning Part 2, Ep # 296

from Retirement Starts Today · host Benjamin Brandt and Bret Mulvaney

Welcome back to the second part of our lessons in estate planning. Bret and I recently reviewed all of our clients' estate plans and in doing so, we learned a lot from this exercise that could help you and your heirs. If you haven't listened to last week's episode make sure to go back and listen–especially if you have stepchildren or blended families. In this episode, you'll learn why you might want to disclaim some assets, how to specifically disinherit a child, and why it is so important to clearly state your medical wishes to all of your kids.  Outline of This Episode [1:22] Why you may want to disclaim assets [6:00] What to do if you want to specifically disinherit one of your children [8:07] Common [11:22] Make sure your medical wishes are clear to all your children [13:53] Surprising things we learned from our clients Resources & People Mentioned Episode 295 - How Could This Go Horribly Wrong? Lessons in Estate Planning Part 1 We will soon be accepting new clients! Use this link to schedule a fit meeting Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify  

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My Kids Don't Want My Stuff - Lessons in Estate Planning Part 2, Ep # 296

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This episode is 20 minutes long.

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This episode was published on May 15, 2023.

What is this episode about?

Welcome back to the second part of our lessons in estate planning. Bret and I recently reviewed all of our clients' estate plans and in doing so, we learned a lot from this exercise that could help you and your heirs. If you haven't listened to last...

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