Latest / Leading Leaders Podcast with J Loren Norris
WHO GETS YOUR STUFF WHEN YOU DIE?
WHO GETS YOUR STUFF WHEN YOU DIE? BETTER QUESTION WHO TAKES CARE OF THOSE YOU CARE ABOUT WHEN YOU CAN’T? “If your child has physical, emotional or mental challenges, careful estate planning is crucial. One of the most important reasons to create a proper estate plan is to preserve the child’s eligibility for government benefits and other programs. There are many things that could go wrong and jeopardize eligibility for those benefits. One of those includes beneficiary designations in retirement plans and other accounts. If these funds are left to children with special needs, it can have a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.