108: Preparing Your Successors with Matt Kasper

The Guided Retirement Show

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6M ago 32:46

MP3•Beranda episode

Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being transparent about your wishes with the next generation.

In this podcast interview, you’ll learn:

The two distinct sides of an estate plan
Differences between will-based and trust-based plans
The roles of co-trustees, successor trustees, corporate trustees, and contingent successor trustees
Estate planning is individual

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To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/108

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