• Life Check Part 2

  • Jul 4 2024
  • Duración: 25 m
  • Podcast

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Life Check Part 2

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  • Resumen

  • In this podcast, Paul, Kyle, and Niki discuss estate planning, focusing on the importance and types of beneficiaries. They outline primary, contingent, and tertiary beneficiaries, explaining the differences between per stirpes (bloodline-based) and per capita (equal distribution) designations. The conversation emphasizes the importance of regularly reviewing and updating beneficiaries, particularly during major life events such as marriage, divorce, childbirth, or job changes, to avoid unintended consequences. They share personal anecdotes to illustrate potential pitfalls and advise setting reminders to periodically review estate documents to ensure they reflect current intentions.


    www.planningmadesimple.com
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