Preview Mode Links will not work in preview mode

Retire Repurposed

Aug 11, 2023

Dead people can’t give money. While having a will in place before death is sound advice, we believe there is a better way to give. However, to do this you need to have firmly answered the question, “How much is enough?”. Once, you have achieved that goal, you can then begin the process of giving to and preparing the next steward. In this podcast, Ben Taatjes will outline the difference between a will and a wealth transfer plan. He will also share the reasons giving to heirs and charities now will have a bigger impact than waiting until your death.