Mailbag: Why Should Me and My Partner Do Estate Planning Now? - podcast episode cover

Mailbag: Why Should Me and My Partner Do Estate Planning Now?

Mar 21, 202411 min
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Episode description

We've got a mailbag edition of the show for you today! Ted is tackling 3 listener questions in this episode. Elise asks why she and her husband need to engage in estate planning now if they have each other listed as beneficiaries. Theo asks whether his brother, added as a co-owner of their father's assets, would legally be able to keep everything for himself after their father's death. Listen in as Ted answers these questions and more!

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Mailbag: Why Should Me and My Partner Do Estate Planning Now? | New York's Asset Protection Roundtable podcast - Listen or read transcript on Metacast